LP Profile

CWM Partners

Multi Family Office (MFO)New York, United States
$60M
Assets Under Management
New York
Headquarters
Investment Focus

About CWM Partners

Private family office providing advisory and wealth management services to a select group of families.

Preferred Investment Types

Joint Venture/PartnerPrivate EquityVenture CapitalInvestment Funds

Preferred Sectors & Themes

Travel Accommodations & TourismDebt ManagementETFsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningEquity/Mutual FundsInvestment ManagementConcierge Services High-Level SectorsTourism & HospitalityFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CWM Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$59.8M
Total Clients
15
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to CWM Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is CWM Partners?

CWM Partners is a multi family office (mfo) based in New York, United States, managing approximately $60M in assets.

Where is CWM Partners headquartered?

CWM Partners is headquartered in New York, United States.

How much does CWM Partners manage?

CWM Partners manages approximately $60M in assets under management.

What does CWM Partners invest in?

CWM Partners focuses on Joint Venture/Partner, Private Equity, Venture Capital, Investment Funds, Travel Accommodations & Tourism, Debt Management, ETFs, Retirement Planning.

How can I contact CWM Partners?

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