CYWP FUND LLC
DBA: CYWP FUND
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $160.8M |
| Discretionary | $160.8M100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $12.4M |
| Employees | 3 |
| Peak AUM | $175.0MJun 2025 |
| AUM CAGR | -9.7% /yrover 1 yrs · 3 filings |
AUM by Client Type
Total AUM
$161M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $161M | 8.1% | — | — | — |
| Discretionary AUM | $161M | 8.1% | |||
Key Metrics
| Total AUM | $160.8M |
| Discretionary | $160.8M |
| Employees | 3 |
| Client Accounts | 13 |
| Client Range | 0 |
Contact & Location
Address
433 PLAZA REAL
BOCA RATON FL 33432
Phone
301-807-6390
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$161M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
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