Investment adviser · CRD 127739

CWC ADVISORS, LLC

Investment adviser filing (IA)

LAKE OSWEGO, OR, United States · Form ADV filed Apr 14, 2026

Regulatory AUM: $445M
Client accounts: 1,189
Employees: 9
Advisory professionals: 8

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
Charities	Fewer than 5	$206,347,488	46.3%
High-net-worth individuals	231	$199,745,248	44.9%
Pooled investment vehicles	1	$39,253,612	8.8%

Filing source

Form ADV 2094831 · Apr 14, 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.

ALERA BRIDGE FUND LLCReal Estate Fund · Last reported Apr 14, 2026$39.3MGross asset value

Form D fundraising filings

Alera Bridge Fund, LLC

Fund administrator ALERA MANAGEMENT GROUP LAKE OSWEGO, Oregon, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELAP LLP LAKE OSWEGO, Oregon, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, 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

DELAP LLP
PCAOB 116

CHARLES SCHWAB & CO., INC.
SEC 8-16514

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Fund details & source

Fund ID: 805-7125432767
Reported beneficial owners: 116
Minimum commitment: $50K
Form D file number: 021-193548

Form ADV 2094831 · Apr 14, 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.

ALERA INCOME FUND LLCReal Estate Fund · Last reported Mar 23, 2017$852KGross asset value

Form D fundraising filings

Alera Income Fund, LLC

Fund administrator THE ALERA GROUP LLC LAKE OSWEGO, Oregon, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Provider details

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

Fund details & source

Fund ID: 805-6271442261
Reported beneficial owners: 2
Minimum commitment: $50K
Form D file number: 021-175505

Form ADV 1081739 · Mar 23, 2017 · 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: Apr 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Fixed

Principal office

5800 MEADOWS ROAD, SUITE 230
LAKE OSWEGO, OR, 97035-8899, United States

CRD 127739

Filing source

Form ADV 2094831 · Apr 14, 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.