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| CWA Asset Management Group LLC
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| CRD # | 158940 |
| SEC # | 801-79715 |
| CIK # | 0001667134 |
| AUM | 4,514.5 M (2026-04-16) |
| Employees | 67 (52% Investors, 3% Brokers) |
| Fees | |
| Minimum | |
| Phone | 239-434-7434 |
| Address | 9130 Galleria Court Naples, FL 34109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Texas Pacific Land Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Tenaris Sa | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Transocean Ltd | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | CWA Private Gateway Fund LP | [2026-03-31] | ||
| Filed 2026-02-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Global New Leaders Fund LP | [2025-10-21] | 9.9 M | |
| Filed 2025-08-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | CW Special Opportunities Fund LP | [2022-03-29] | 21.4 M | 13.9 M |
| Filed 2020-12-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 952 | 0.3 |
| (b) Individuals (high net worth individuals) | 923 | 3.9 |
| (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 | 3 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.1 |
| (h) Charitable organizations | 15 | 0.1 |
| (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 | 43 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,041 | 4.5 |
| By Discretionary | ||
| Discretionary | 4,839 | 4.3 |
| Non-Discretionary | 202 | 0.2 |
| Total | 5,041 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 5,041 | 4.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lewis Johnson | Executive Officer | 34 | 5 | |
| Kimberly Key | Executive Officer | 4 | 2 | |
| Cwa Asset Management Group LLC | Executive Officer | 2 | 1 | |
| Cwa Private Gateway GP LLC | Executive Officer | 1 | 1 | |
| Global New Leaders Fund GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667134] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1,975 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| Related Firms | State | AUM |
|---|---|---|
|
CWA Asset Management Group LLC
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|
FL | 4,514.5 M |
|
CWA Naples LLC
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|
FL |
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