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CW INDUSTRIAL PARTNERS, LLC

CLEVELAND, OH · CRD 160408 · IAPD ↗ · pe4fams.com · 216-781-3233

$283.9MRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2025 — CW INDUSTRIAL PARTNERS, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — CW INDUSTRIAL PARTNERS, LLC reported RAUM up 38% ($211.9M -> $293.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2024 — CW INDUSTRIAL PARTNERS, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.