CWC ADVISORS, LLC
SEC file number 801-62369
· LAKE OSWEGO, OR
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$163.5M
Discretionary AUM
$159.7M
Employees
9
Clients
—
Firm
- Address
- 5800 MEADOWS ROAD
LAKE OSWEGO, OR 97035-8899 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- CWC Fund I Co-Invest (CV) LP High name-match confidence · CIK 2012510 · IL
- CWC Fund I Co-Invest (MFA) LP High name-match confidence · CIK 2081309 · IL
- CWC Fund II (Cresset) LP High name-match confidence · CIK 2107554 · IL
- CWC Fund II (MFA) LP High name-match confidence · CIK 2147495 · IL
- CL Advisors - DVI LP Medium name-match confidence · CIK 2089260 · CA
- CL Advisors - DV LP Medium name-match confidence · CIK 2092277 · CA
- DTF Advisors Holdings LLC Medium name-match confidence · CIK 2104919 · TX
- PDX Advisors LLC Medium name-match confidence · CIK 1772907 · NY
- CL Advisors - DII LP Medium name-match confidence · CIK 2086707 · CA
- CL Advisors - DIV LP Medium name-match confidence · CIK 2092275 · CA
- CL Advisors - DVII LP Medium name-match confidence · CIK 2093894 · CA
- 01 Advisors 04, L.P. Medium name-match confidence · CIK 2115466 · CA
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01 Advisors 04, L.P. · D · Sep 16, 2026$395M
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CWC Fund II (MFA) LP · D · Sep 9, 2026
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CWC Fund II (Cresset) LP · D · Apr 20, 2026
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CWC Fund I Co-Invest (CV) LP · D/A · Apr 17, 2026
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DTF Advisors Holdings LLC · D · Jan 28, 2026
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CL Advisors - DVII LP · D · Jan 14, 2026$830K
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CL Advisors - DV LP · D · Dec 16, 2025$7.3M
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CL Advisors - DIV LP · D · Oct 31, 2025$1.1M
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CL Advisors - DVI LP · D · Oct 21, 2025$3.9M
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CL Advisors - DII LP · D · Sep 19, 2025$1.6M
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CWC Fund I Co-Invest (MFA) LP · D · Aug 13, 2025