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| Happy Holidays!! thanks for using AUM13F!! |
| CW Investment Advisers LLC
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| CRD # | 305926 |
| SEC # | 801-120163 |
| CIK # | |
| AUM | $884.0 M (2025-03-28) |
| Employees | 34 (74% Investors, 0% Brokers) |
| Phone | 626-788-2305 |
| Address | 333 South Hope Street Los Angeles, CA 90071-3034 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Cottonwood Real Estate Founders Cayman Fund LP | 2021-05-14 | 171.0 | |
| Other | Cottonwood Real Estate Founders Fund LP | [2021-05-14] | 195.7 | 1.0 |
| 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 | 1.3 |
| (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 | 4 | 753.3 |
| (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 | 22 | 129.4 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 884.0 |
| By Discretionary | ||
| Discretionary | 27 | 884.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 884.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 855.2 | |
| United States Persons | 28.8 | |
| Total | 27 | 884.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael Phillips | 46 | |||
| Jeffrey Horowitz | 49 | |||
| Mark Green | 22 | |||
| Tang Tang | 4 | |||
| Hon Shing | 2 | |||
| Andrew Kingston | 2 | |||
| Chi Shing Ma | 1 | |||
| CWRE Founders Fund GP LLC | 1 | |||
| Maura Moffatt | 1 | |||
| Tinchuck Ng | 1 | |||
| View All | ||||
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