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| CWC Advisors LLC
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|---|---|
| CRD # | 127739 |
| SEC # | 801-62369 |
| CIK # | 0001520683 |
| AUM | 445.3 M (2026-04-14) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 503-968-0950 |
| Address | 5800 Meadows Road Lake Oswego, OR 97035-8899 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 6.7 | ||
| Apple Inc | 6.6 | ||
| Nvidia Corp | 5.5 | ||
| General Electric Co | 3.2 | ||
| Affiliated Managers Group Inc | 3.1 | ||
| Westinghouse Air Brake Technologies Corp | 2.9 | ||
| Microsoft Corp | 2.9 | ||
| Goldman Sachs Group Inc | 2.6 | ||
| Phillips 66 | 2.4 | ||
| Accenture PLC | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Alera Bridge Fund LLC | [2013-03-22] | 43.5 M | 39.3 M |
| Filed 2020-06-09 (D/A) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Alera Income Fund LLC | [2012-03-23] | 0.0 M | 0.9 M |
| Offered $25,000,000 · Filed 2012-03-23 (D) · Exemption 506 · Minimum $40,000 · Remaining $24,950,500 · Duration One year or less · Net Assets $1 - $5,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 231 | 199.7 |
| (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 | 1 | 39.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 206.3 |
| (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 | 1,189 | 445.3 |
| By Discretionary | ||
| Discretionary | 1,130 | 436.5 |
| Non-Discretionary | 59 | 8.8 |
| Total | 1,189 | 445.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 443.4 | |
| Total | 1,189 | 445.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Youngblood | Executive Officer | 6 | 2 | |
| Benjamin Wiltgen | Executive Officer | 3 | 2 | |
| Robert Seidenwurm | Executive Officer | 3 | 2 | |
| Thane Cleland | Executive Officer | 3 | 2 | |
| Craig Sayers | Executive Officer | 3 | 2 | |
| Gary Woolworth | Executive Officer | 3 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001520683] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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