Cw Advisors

Asset Manager SEC-registered adviser

Legal name: Cw Advisors, LLC

Boston, MA Website LinkedIn

AUM

$15.2B
Regulatory AUM

Private funds

4
Private Equity 3 · Other 1

Private fund assets

$28.6M
Gross asset value

Employees

152

Last Form D raise

Jan 2023
Most recent fund filing

From SEC Form ADV filing (filed Aug 26, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

K
Kenneth Zannoni
President and Chief Wealth Officer
Source: SEC Form ADV
R
Richard Villiotte
President, Chief Operating Officer
Source: SEC Form ADV
S
Scott Dell'orfano
Chief Executive Officer
Source: SEC Form ADV

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Congress Wealth Management Enhanced Yield LPPrivate Equity$1.4M$87.0M90Jan 2023Cold
Mja Special Opportunities Fund, LPOther$17.8M———
Cwm Private Equity Growth Fund LLCPrivate Equity$6.2M———
Cwm Social Impact Fund LccPrivate Equity$3.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
310873
SEC file number
801-119667
CIK
1904976

Sources