CWCI LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 144535
- Registered since
- November 10, 2008
- Website
- www.cwcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Cwci LLC is a limited liability company that has been SEC-registered since 2008 and is organized around pooled investment vehicles. The firm’s clientele is institutional, and its primary advisory activity is portfolio management for pooled investment vehicles. It operates in sponsor/GP and managing-member roles for those vehicles and maintains industry affiliations that include real estate brokerage and other investment-adviser activities. Fee arrangements combine an asset-based percentage with performance-based compensation. Cwci LLC is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DAVID IANNARONE
Chief Executive OfficerCRD 5850993
BRUCE CUNNINGHAM
CFOCRD 6471157
Contacts
2 of 2HOFFMAN AMELIA
Senior Vice PresidentCRD 6225595
GUANGYU ZHU
Managing DirectorCRD 4880515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 900 19th St NW
- Time zone
- ET (UTC-5)
- Office locations
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