CYWP FUND

RIASEC RegisteredEst. 2025
Total AUM
$161M
Discretionary
$161M
100% of AUM
Avg account
$12.4M
Accounts
13
Employees
3
Advisory reps
3

Firm details

Headquarters
BOCA RATON, Florida
CRD number
337234
Registered since
August 1, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Cywp Fund is a privately organized limited liability company that operates as a private equity fund focused on institutional clients. The firm manages pooled investment vehicles and also selects third‑party managers, acting in sponsor and general partner roles and serving as managing member for its funds. Its fee model combines a percentage of assets under management with performance‑based fees, a structure aligned with active private markets management and incentive for outperformance. Cywp Fund does not position itself as an ESG investor and is not registered as a multi‑state adviser. Investment activity centers on private market strategies and third‑party allocations rather than broad public market advisory. The firm’s mandate and business activities point to concentrated, fund‑level portfolio management, with an emphasis on sourcing and overseeing private equity and related alternative investments, plus the ability to bring on external managers for specialty exposure or co‑investment opportunities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Sarah Cody

    PartnerCRD 6708454

  • ETHAN ASSAL

    Managing PartnerCRD 6697867

  • DAVID BRINK

    PartnerCRD 5813989

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
433 Plaza Real
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth