DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Congress Wealth Management Enhanced Yield LP

Private Equity Fundadvised byCw Advisors, LLCindependent RIA805-6103392284IAPD
Gross asset value
$1.4M
as of Aug 26, 2026; not a fund size
Peak GAV
$94.9M
highest filing
Owners
89
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
55 filings
Mar 6, 2017 to Aug 26, 2026
Reporting history
one row per Form ADV filing
Gross asset value$94.9M as of Oct 30, 2024
Mar 6, 2017$0 then
Owners89 as of Oct 30, 2024
Mar 6, 20170 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-351900reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Fnz Trust Company LLC
    Boston, Massachusetts
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
0.0%reportedadviser and related persons