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| CW Investment Advisers LLC
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| CRD # | 305926 |
| SEC # | 801-120163 |
| CIK # | |
| AUM | 1,084.3 M (2026-03-30) |
| Employees | 36 (78% 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 | AUM |
|---|---|---|---|---|
| Other | Cottonwood Real Estate Founders Cayman Fund LP | 2021-05-14 | 171.0 M | |
| Other | Cottonwood Real Estate Founders Fund LP | [2021-05-14] | 209.5 M | 1.0 M |
| Filed 2026-02-20 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration More than one year · Finder's Fee $250,000 · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 1.8 |
| (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 | 940.4 |
| (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 | 20 | 142.1 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 1,084.3 |
| By Discretionary | ||
| Discretionary | 26 | 1,084.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 1,084.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 950.4 | |
| United States Persons | 134.0 | |
| Total | 26 | 1,084.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Phillips | Director | 47 | 6 | |
| Jeffrey Horowitz | Director | 70 | 3 | |
| Mark Green | Director | 22 | 3 | |
| Tang Tang | Director | 4 | 2 | |
| Hon Shing | Executive Officer | 2 | 2 | |
| Andrew Kingston | Executive Officer | 2 | 2 | |
| Tinchuck NG | Executive Officer | 1 | 1 | |
| Maura Moffatt | Director | 1 | 1 | |
| Chi Shing Ma | Executive Officer | 1 | 1 | |
| Cwre Founders Fund GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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MI | 1,084.3 M |
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CT | 1,082.6 M |
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OH | 1,082.2 M |
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Corvus Wealth Advisors LLC
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CA | 1,080.6 M |
|
Trebuchet Consulting LLC
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