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CWM Partners
CWM Partners is an SEC-registered investment adviser since 2019. The firm manages approximately $60 million in regulatory assets, $2 million on a...
Overview
CWM Partners is an SEC-registered investment adviser since 2019. The firm manages approximately $60 million in regulatory assets, $2 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Frequently asked questions
Who runs investment decisions at CWM Partners?
No named principals or investment committee members are disclosed in available records.
Does CWM Partners participate in fund commitments or only direct deals?
No information on deal structure or fund commitments is available.
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