Form D · Other

CWM PRIVATE EQUITY GROWTH FUND LLC

Boston, MA · CIK 0001815504

Offering snapshot reported Jul 19, 2021 · SEC filing

Reported sold
$6.01M
Offering amount: $6.01M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 19, 2021Amendment$6,006,506No comparisonNot reportedSEC filing
Jul 21, 2020Initial$318,922No comparison15SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-371464

Source: Form D, filed Jul 19, 2021. 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

CWM PRIVATE EQUITY GROWTH FUND LLC

Investment adviser: CW ADVISORS, LLC

Gross asset value
$6.19M
Beneficial owners
15
ADV minimum commitment
$200K

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SANDLER & COMPANY, P.C. NEEDHAM, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

SANDLER & COMPANY, P.C.
PCAOB 3709

Filing source

Form ADV 2127070 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-4254769700

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
NameReported role
Congress Wealth Management Llc Director

Issuer details

Industry: Other (See others in industry)

Address:
155 Seaport Blvd., 3 Rd Floor
Boston, MA, 02210