CW INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$41.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 305926
Registered since: January 14, 2021
Website: cottonwoodmgmt.com
Custodians: DELAWARE TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles86.73%
Corporations / Businesses13.11%
HNWI0.17%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CW Investment Advisers, LLC is an SEC-registered limited liability company formed in 2021 that positions itself as an institutional portfolio manager across separate accounts and pooled vehicles. The firm provides portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions, and it charges a mix of percentage-of‑AUM, performance-based, and other fee arrangements. The combination of performance fees and its role as sponsor/GP of pooled vehicles indicates active engagement in managed funds alongside discretionary account management. The firm is not an ESG-focused investor and is classified as an unclassified adviser with a domestic owner structure. Its industry affiliations include acting as sponsor or general partner of pooled investment vehicles and connections to a law firm, which points to capabilities in structuring funds and sponsoring limited partnerships or similar vehicles on behalf of clients.