COMMONWEALTH ASSET MANAGEMENT LP

CRD 306098File 801-136890

APPROVED

Custody

Filing as of Jun 29, 2026

Feed vintage Oct 25, 2026

Discuss this firm

Regulatory AUM

$295.7M

Below cohort median (national)

Discretionary AUM

Non-discretionary $295.7M

Clients

3 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: LARO
Registration date: Sep 9, 2026
Principal office: 11755 WILSHIRE BLVD., SUITE 2320, LOS ANGELES, CA, 90025
Phone: 424-363-0170
Website: http://www.cwamgroup.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $295.7M
Discretionary AUM: $0
Non-discretionary AUM: $295.7M
Discretionary accounts: 0
Non-discretionary accounts: 3
Total accounts: 3
AUM per client: $98.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	3	$295.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Fees as stated in brochure

ADV Part 2A Item 5

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Filed changes

Date	Field	From	To	Change
Oct 23, 2026	Registration	—	APPROVED
Sep 10, 2026	Registration	—	APPROVED
Apr 1, 2024	Qualified Custodian Count	8	6
Apr 1, 2024	Employees	27	15	decreased by12
Apr 1, 2024	Clients	14	10	decreased by4
Apr 1, 2024	AUM	$1,506,977,395	$911,574,579	decreased by$595,402,816
Apr 1, 2024	Advisory Employee Count	9	6
Apr 1, 2024	Accounts	14	10	decreased by4
Apr 1, 2023	Qualified Custodian Count	4	8
Apr 1, 2023	Employees	17	27	increased by10
Apr 1, 2023	Clients	15	14	decreased by1
Apr 1, 2023	AUM	$387,237,454	$1,506,977,395	increased by$1,119,739,941
Apr 1, 2023	Advisory Employee Count	6	9
Apr 1, 2023	Accounts	15	14	decreased by1
Apr 1, 2022	Employees	24	17	decreased by7

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “COMMONWEALTH ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMMONWEALTH ASSET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.