CW Advisors Acquires Cubic Asset Management

June 30, 2024

Boston-based CW Advisors (CWA), a PE-backed registered investment advisor, has acquired Cubic Asset Management, an independent Boston-based account management firm, adding over $700 million of AUM to CWA. The deal is an add-on to CWA's platform (which is partnered with Audax Private Equity) and is intended to expand CWA's investment capabilities and client servicing for high-net-worth and ultra-high-net-worth clients.

Buyers
CW Advisors, LLC
Targets
Cubic Asset Management, LLC
Platforms
CW Advisors, LLC
Location
Massachusetts, United States
Transaction Type
Addon

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