Cywp Fund is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated April 1, 2026, reports $161M in regulatory assets under management, 3 employees, 1 office, and 13 accounts.
Assets Under Management
$161M
Employees
3
Offices
1 office
Total Clients
13
Primary office
BOCA RATON, FL
433 PLAZA REAL, SUITE 275, BOCA RATON, FL, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of April 1, 2026
Discretionary100.0%
$161M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$161M
Total Accounts13
10Y AUM Change$-14M (-8.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.