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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

CW INVESTMENT ADVISERS, LLC

CRD 305926

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef4f1480-ff3f-ef78-de83-f2b7bb7b65fc

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 1
Observed: Dec 15, 2020 to Mar 30, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

CW Investment Advisers, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.87 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 36
Advisory employees: 28
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 26
Custody, client assets: $0
SEC number: 801-120163
CRD: 305926
Filings on the tape: 12
First filed: Dec 15, 2020
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COTTONWOOD REAL ESTATE FOUNDERS CAYMAN FUND, LP	Other Private Fund	$171M	Mar 14, 2022	6	May 14, 2021	dropped	021-39769601
COTTONWOOD REAL ESTATE FOUNDERS FUND, LP	Other Private Fund	$1.0M	Mar 14, 2022	1	May 14, 2021	dropped	021-397696

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COTTONWOOD GROUP HOLDING, LLC	Member	E	yes	02/2019	Dec 15, 2020	Jun 26, 2024
SHING 2015 FAMILY TRUST	Member	E	yes	02/2019	Dec 15, 2020	Jun 26, 2024
SHING, HON KIT	Trustee	F	yes	11/2015	Dec 15, 2020	Jun 26, 2024
SHING, HON KIT	CEO / MANAGER	Na	yes	02/2019	Dec 15, 2020	Jun 26, 2024
Green, Mark, David	CHIEF INVESTMENT OFFICER	Na	no	05/2022	May 11, 2022	Jun 26, 2024
Kingston, Andrew, Brownell	CHIEF COMPLIANCE OFFICER	Na	no	02/2022	May 14, 2021	Jun 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
5TH AVE GATEWAY ASSET SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
ANDREW KINGSTON	n/a	n/a	n/a	N	no	n/a
BOSTON SEAPORT M1&2 ASSET SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
COTTONWOOD MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
CW CAPITAL MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
CW PORTLAND ASSET SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
CW PROPRIETARY INVESTMENT MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
CWRE FOUNDERS FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
CWRE SPECIAL SITUATIONS FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
CWRE SPECIAL SITUATIONS FUND GP, LTD	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.1B	$1.1B	36	28	1	n/a	n/a
2024	Mar 28, 2025	$884M	$884M	34	25	1	n/a	n/a
2023	Mar 28, 2024	$580M	$580M	33	19	1	n/a	n/a
2022	Mar 31, 2023	$238M	$238M	30	17	0	n/a	n/a
2021	Mar 14, 2022	$172M	$172M	28	22	0	2	$172M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$884M	22.7%	$238M	65.9%	36	34	1	1

Relationships

Owns (2)

← Green, Mark, DavidOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
May 11, 2022 to Jun 26, 2024factForm ADV
← Kingston, Andrew, BrownellOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 14, 2021 to Jun 26, 2024factForm ADV

Controls (3)

← SHING, HON KITOwnerTRUSTEE, ownership code F, individual
Dec 15, 2020 to Jun 26, 2024factForm ADV
← COTTONWOOD GROUP HOLDING, LLCOwnerMEMBER, ownership code E, domestic entity
Dec 15, 2020 to Jun 26, 2024factForm ADV
← SHING 2015 FAMILY TRUSTOwnerMEMBER, ownership code E, domestic entity
Dec 15, 2020 to Jun 26, 2024factForm ADV

Advises (2)

→ COTTONWOOD REAL ESTATE FOUNDERS CAYMAN FUND, LPPrivate fundOther Private Fund, IA, no longer reported
May 14, 2021 to Mar 14, 2022factForm ADV
→ COTTONWOOD REAL ESTATE FOUNDERS FUND, LPPrivate fundOther Private Fund, IA, no longer reported
May 14, 2021 to Mar 14, 2022factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Cw Investment Advisers, Llc reported RAUM $884.0M, up 29% from $685.5M (2024-06-26 to 2025-03-28)
Form ADVobserved 4 days ago
$199M
Occurred
Mar 28, 2024
Regulatory AUM changed
Cw Investment Advisers, Llc reported RAUM $580.0M, up 144% from $237.5M (2023-03-31 to 2024-03-28)
Form ADVobserved 4 days ago
$343M
Occurred
Dec 15, 2020
First Form ADV filing
Cw Investment Advisers, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef4f1480-ff3f-ef78-de83-f2b7bb7b65fc
First observed: Dec 15, 2020
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CW INVESTMENT ADVISERS, LLC

CRD 305926

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef4f1480-ff3f-ef78-de83-f2b7bb7b65fc

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COTTONWOOD REAL ESTATE FOUNDERS CAYMAN FUND, LP

Other Private Fund

$171M

Mar 14, 2022

May 14, 2021

dropped

021-39769601

COTTONWOOD REAL ESTATE FOUNDERS FUND, LP

Other Private Fund

$1.0M

Mar 14, 2022

May 14, 2021

dropped

021-397696

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COTTONWOOD GROUP HOLDING, LLC

Member

yes

02/2019

Dec 15, 2020

Jun 26, 2024

SHING 2015 FAMILY TRUST

Member

yes

02/2019

Dec 15, 2020

Jun 26, 2024

SHING, HON KIT

Trustee

yes

11/2015

Dec 15, 2020

Jun 26, 2024

SHING, HON KIT

CEO / MANAGER

yes

02/2019

Dec 15, 2020

Jun 26, 2024

Green, Mark, David

CHIEF INVESTMENT OFFICER

05/2022

May 11, 2022

Jun 26, 2024

Kingston, Andrew, Brownell

CHIEF COMPLIANCE OFFICER

02/2022

May 14, 2021

Jun 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

5TH AVE GATEWAY ASSET SERVICES, LLC

n/a

yes

n/a

ANDREW KINGSTON

n/a

BOSTON SEAPORT M1&2 ASSET SERVICES, LLC

n/a

yes

n/a

COTTONWOOD MANAGEMENT, LLC

n/a

yes

n/a

CW CAPITAL MANAGEMENT, LLC

n/a

yes

n/a

CW PORTLAND ASSET SERVICES, LLC

n/a

yes

n/a

CW PROPRIETARY INVESTMENT MANAGEMENT, LLC

n/a

yes

n/a

CWRE FOUNDERS FUND GP, LLC

n/a

yes

n/a

CWRE SPECIAL SITUATIONS FUND GP, LLC

n/a

yes

n/a

CWRE SPECIAL SITUATIONS FUND GP, LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Boston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.1B

n/a

2024

Mar 28, 2025

$884M

n/a

2023

Mar 28, 2024

$580M

n/a

2022

Mar 31, 2023

$238M

n/a

2021

Mar 14, 2022

$172M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$884M

22.7%

$238M

65.9%