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| CWC Advisors LLC
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| CRD # | 127739 |
| SEC # | 801-62369 |
| CIK # | 0001520683 |
| AUM | $421.5 M (2025-03-26) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 503-968-0950 |
| Address | 5800 Meadows Road Lake Oswego, OR 97035-8899 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 6.2 | ||
| Apple Inc | 5.5 | ||
| Blackstone Secured Lending Fund | 4.9 | ||
| Nvidia Corp | 4.6 | ||
| Goldman Sachs Group Inc | 3.8 | ||
| Microsoft Corp | 3.3 | ||
| Affiliated Managers Group Inc | 3.2 | ||
| General Electric Co | 2.9 | ||
| Westinghouse Air Brake Technologies Corp | 2.5 | ||
| Wells Fargo & Co/MN | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Alera Bridge Fund LLC | [2013-03-22] | 43.5 | 39.2 |
| RE | Alera Income Fund LLC | [2012-03-23] | 0.0 | 0.9 |
| 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) | 217 | 167.7 |
| (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 | 39.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 214.6 |
| (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 | 1,138 | 421.5 |
| By Discretionary | ||
| Discretionary | 1,124 | 415.7 |
| Non-Discretionary | 14 | 5.8 |
| Total | 1,138 | 421.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 419.9 | |
| Total | 1,138 | 421.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mark Youngblood | 6 | ||
| Benjamin Wiltgen | 3 | ||
| Robert Seidenwurm | 3 | ||
| Thane Cleland | 3 | ||
| Craig Sayers | 3 | ||
| Gary Woolworth | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001520683] |
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|---|---|---|
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TX | 0.5 |
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Redbud Advisors LLC
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TX | 0.3 |
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Insight 2811 Inc
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IL | 0.3 |