CW Advisors, LLC
CW Advisors, LLC is a multi-family office headquartered in Boston. Founded in 2009 by investment professionals led by Paul Lonergan, the firm manages wealth originating from entrepreneurial and corporate liquidity events and offers discretionary investment...
CW Advisors, LLC
CW Advisors, LLC is a multi-family office headquartered in Boston. Founded in 2009 by investment professionals led by Paul Lonergan, the firm manages wealth originating from entrepreneurial and corporate liquidity events and offers discretionary investment management, tax and estate planning, and bill-paying administration to multigenerational families nationwide—provides integrated planning, capital markets access and administrative solutions.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
—
Location
Region
North America
Country
—
City
Boston
Corporate office
—
Frequently asked questions
What is CW Advisors, LLC?
CW Advisors, LLC is a multi family office headquartered in Boston.
When was CW Advisors, LLC founded?
CW Advisors, LLC was founded in 2009.
Where is CW Advisors, LLC headquartered?
CW Advisors, LLC is headquartered in Boston, in the North America region.
What does Altss track for CW Advisors, LLC?
Altss maintains an OSINT-verified profile of CW Advisors, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is CW Advisors, LLC's website?
CW Advisors, LLC's public website is www.cwadvisorsgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is CW Advisors, LLC?
CW Advisors, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on CW Advisors, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for CW Advisors, LLC?
CW Advisors, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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