Form D · Other Investment Fund

CWA FGI SPECIAL OPPORTUNITIES FUND, LP

Charlotte, NC · CIK 0001745676

Offering snapshot reported Dec 18, 2020 · SEC filing

Reported sold: $21.4M
Investors reported: 41
Minimum accepted: $0
First sale: Nov 1, 2018

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 41

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 18, 2020	Amendment	$21,350,000	No comparison	41	SEC filing
Nov 4, 2019	Amendment	$20,300,000	No comparison	37	SEC filing
Jul 10, 2018	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-316329

Source: Form D, filed Dec 18, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CW SPECIAL OPPORTUNITIES FUND, LP

Investment adviser: CWA ASSET MANAGEMENT GROUP, LLC

Gross asset value: $13.9M
Beneficial owners: 26
ADV minimum commitment: $500K

Reported in Form ADV on Jul 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2120163 · Jul 16, 2026 · Schedule D 7.B.(1), fund 805-3252499299

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
William N Beynon	Promoter
Daniel Kyle Cerminara	Promoter
N/A Cwa Fgi Special Opportunities Fund Gp, Llc	Promoter
Blaine M Ferguson	Promoter
Lewis M Johnson	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4201 Congress Street Suite 140
Charlotte, NC, 28209