Investment adviser · CRD 305926

CW INVESTMENT ADVISERS, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$1.08B
Form ADV · Item 5.F
Client accounts
26
Accounts, not individual clients
Employees
36
Reported in this filing
Advisory professionals
28
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$940,401,97186.7%
Corporations & businesses20$142,140,95713.1%
High-net-worth individualsFewer than 5$1,800,7200.2%
Filing source

Form ADV 2062971 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COTTONWOOD REAL ESTATE FOUNDERS CAYMAN FUND, LPOther Private Fund · Last reported Mar 14, 2022$171MGross asset value
Fund administrator SS&C TECHNOLOGIES, INC. CAMANA BAY, GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP GEORGETOWN, GRAND CAYMAN, Cayman Islands
Custodian EAST WEST BANK LOS ANGELES, California, United States Related to adviser: No
Marketer NOLAN SECURITIES CORP. MONTEREY, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 1096

NOLAN SECURITIES CORP.
CRD 27984 · SEC 8-43354

Fund details & source
Fund ID
805-4172136836
Reported beneficial owners
6
Minimum commitment
$10M
Form D file number
021-39769601

Form ADV 1598380 · Mar 14, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

COTTONWOOD REAL ESTATE FOUNDERS FUND, LPOther Private Fund · Last reported Mar 14, 2022$1MGross asset value

Form D fundraising filings

Cottonwood Real Estate Founders Fund, LP

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP LOS ANGELES, California, United States
Custodian EAST WEST BANK LOS ANGELES, California, United States Related to adviser: No
Marketer NOLAN SECURITIES CORP. MONTEREY, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

NOLAN SECURITIES CORP.
CRD 27984 · SEC 8-43354

Fund details & source
Fund ID
805-5592067600
Reported beneficial owners
1
Minimum commitment
$10M
Form D file number
021-397696

Form ADV 1598380 · Mar 14, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

333 SOUTH HOPE STREET, SUITE 2500
LOS ANGELES, CA, 90071-3034, United States

CRD 305926

Filing source

Form ADV 2062971 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.