Investment adviser · CRD 158940

CWA ASSET MANAGEMENT GROUP

Investment adviser filing (IA)

CWA ASSET MANAGEMENT GROUP, LLC

NAPLES, FL, United States · Form ADV filed Jul 16, 2026

Regulatory AUM: $4.51B
Client accounts: 5,041
Employees: 67
Advisory professionals: 35

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	923	$3,905,459,502	86.5%
Individuals	952	$346,952,368	7.7%
Retirement plans	40	$116,237,515	2.6%
Corporations & businesses	43	$71,491,827	1.6%
Charities	15	$50,845,763	1.1%
Pooled investment vehicles	3	$23,486,591	0.5%

Filing source

Form ADV 2120163 · Jul 16, 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

4 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.

CW SPECIAL OPPORTUNITIES FUND, LPHedge Fund · Last reported Jul 16, 2026$13.9MGross asset value

Form D fundraising filings

CWA FGI SPECIAL OPPORTUNITIES FUND, LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P.C. RALEIGH, North Carolina, United States

Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P.C.
PCAOB 243

JPMORGAN CHASE & CO.
LEI 80-0513856

Fund details & source

Fund ID: 805-3252499299
Reported beneficial owners: 26
Minimum commitment: $500K
Form D file number: 021-316329

Form ADV 2120163 · Jul 16, 2026 · 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.

GLOBAL NEW LEADERS FUND, LPHedge Fund · Last reported Jul 16, 2026$9.9MGross asset value

Form D fundraising filings

Global New Leaders Fund, LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P.C. RALEIGH, North Carolina, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P.C.
PCAOB 243

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-5838360538
Reported beneficial owners: 9
Minimum commitment: $500K
Form D file number: 021-556209

Form ADV 2120163 · Jul 16, 2026 · 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.

CWA PRIVATE GATEWAY FUND, LPHedge Fund · Last reported Jul 16, 2026$0Gross asset value

Form D fundraising filings

CWA Private Gateway Fund, LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P.C. RALEIGH, North Carolina, United States

Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P.C.
PCAOB 243

THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
LEI 54930042DBMRRWU1QM80

Fund details & source

Fund ID: 805-3118230675
Reported beneficial owners: 21
Minimum commitment: $500K
Form D file number: 021-573328

Form ADV 2120163 · Jul 16, 2026 · 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.

FUNDAMENTAL GLOBAL PARTNERS LPHedge Fund · Last reported Jun 8, 2015$41.8MGross asset value

Fund administrator NORTHERN TRUST HEDGE FUND SERVICES LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP RALEIGH, North Carolina, United States

Custodian GOLDMAN, SACHS & CO. NEW YORK, New York, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN, SACHS & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GOLDMAN, SACHS & CO.
SEC 8-129

GOLDMAN, SACHS & CO.
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-6963846363
Reported beneficial owners: 34
Minimum commitment: $1M
Form D file number: 021-183734

Form ADV 927573 · Jun 8, 2015 · 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: Jul 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

9130 GALLERIA COURT, THIRD FLOOR
NAPLES, FL, 34109, United States

CRD 158940

Filing source

Form ADV 2120163 · Jul 16, 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.