|
⚲
|
| CW Institutional LLC
✚
| |
|---|---|
| CRD # | 313549 |
| SEC # | 801-120966 |
| CIK # | |
| AUM | $29.4 MM (2024-03-28) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 239-434-7434 |
| Address | 9130 Galleria Court Naples, FL 34109 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | CW Special Opportunities Fund LP | [2022-03-29] | 21.4 | 18.3 |
| HF | CW Natural Resources Master LP | [2021-10-11] | 21.4 | 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 | 11.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 29.4 |
| (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 | 29.4 |
| By Discretionary | ||
| Discretionary | 2 | 29.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 29.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.4 | |
| Total | 2 | 29.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Lewis Johnson | 27 | |||
| Daniel Cerminara | 25 | |||
| Kimberly Key | 2 | |||
| CW Institutional LLC | 2 | |||
| FGI Global Asset Allocation Master Fund | 2 | |||
| FGI Global Asset Allocation GP | 2 | |||
| CW Natural Resources Fund GP LLC | 2 | |||
| Blaine Ferguson | 1 | |||
| CWA FGI Special Opportunities Fund GP LLC | 1 | |||
| William Beynon | 1 | |||
| View All | ||||
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