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
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Addon
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