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| Happy Holidays!! thanks for using AUM13F!! |
| CW Institutional LLC
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| CRD # | 313549 |
| SEC # | 801-120966 |
| CIK # | |
| AUM | $32.8 M (2024-11-06) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 239-434-7434 |
| Address | 9130 Galleria Court Naples, FL 34109 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | CW Natural Resources Master LP | [2021-10-11] | 63.8 | 22.0 |
| HF | CW Special Opportunities Fund LP | [2018-06-29] | 21.4 | 19.4 |
| HF | CW Natural Resources LP | [2015-12-09] | 63.8 | 15.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 32.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 32.8 |
| By Discretionary | ||
| Discretionary | 2 | 32.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 32.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.8 | |
| Total | 2 | 32.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lewis Johnson | 32 | ||
| FGI Global Asset Allocation Master Fund | 2 | ||
| CW Institutional LLC | 2 | ||
| Kimberly Key | 2 | ||
| CW Natural Resources Fund GP LLC | 2 | ||
| FGI Global Asset Allocation GP | 2 |
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