CWC Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
CWC Advisors LLC
CRD #127739
SEC #801-62369
CIK #1520683
AUM $142.3 MM (98% Disc, 99% US, 2020-03-26)
Employees7 (57% Investors, 0% Brokers)
Phone503-968-0950
Address5800 Meadows Road
Lake Oswego, OR 97035-8899
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
220176132884402003200920152021
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE Alera Bridge Fund LLC [2013-03-19] 39.2 30.5
RE Alera Income Fund LLC [2012-03-23] 0.0 0.9
View All
Fund Directors # Filings # Firms 2011 - 2020
Gary Woolworth 2 1
Craig Sayers 2 1
Thane Cleland 2 1
Benjamin Wiltgen 2 1
Robert Seidenwurm 2 1
Mark Youngblood 1 1
Comparable Firms State AUM ($BB)
Fairbanks Capital Management Inc
CA 0.2
EII Realty Securities Inc
NY 0.2
Steward Capital Management Inc
MI 0.2
Harbor Ithaka WM LLC
FL 0.1
Private Asset Management Inc
WA 0.1
Bluepoint Investment Counsel LLC
WI 0.1
HELM Capital Management LLC
WA 0.1
Cohen Investment Advisors LLC
NH 0.1
Corps Capital Advisors LLC
TX 0.1
Aspen Wealth Management Inc
KS 0.1
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