CapitalWorks LLC

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CapitalWorks LLC ✚
CRD #	160408
SEC #	801-110345
CIK #
AUM	283.9 M (2026-03-31)
Employees	8 (100% Investors, 0% Brokers)
Phone	216-781-3233
Address	1100 Superior Ave Cleveland, OH 44114
Source	[IAPD] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	CWI Fund V LP	[2025-03-31]	26.7 M	29.9 M
	Offered $150,000,000 · Filed 2025-01-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $123,330,000 · Duration More than one year · Revenue Decline to Disclose
PE	Mantaline Coinvest LLC	[2025-03-31]	11.3 M	3.1 M
	Offered $11,350,000 · Filed 2024-03-15 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose
PE	CapitalWorks IV LP	[2017-03-31]	52.7 M	221.0 M
	Offered $125,000,000 · Filed 2016-11-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $72,290,000 · Duration One year or less · Revenue Decline to Disclose
PE	Short Vincent Partners III A LP	[2013-03-26]	8.7 M	0.0 M
	Offered $8,730,000 · Filed 2013-11-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
PE	Short Vincent Partners III LP	[2013-03-26]	8.7 M	30.0 M
	Offered $8,730,000 · Filed 2013-11-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
PE	CapitalWorks AHS Investors LLC	[2012-03-28]	1.5 M
	Offered $1,500,000 · Filed 2010-04-30 (D) · Exemption 506 · Minimum $100,000 · Duration One year or less · Revenue Not Applicable
PE	CapitalWorks PMF II Investors LLC	[2012-03-28]		0.3 M
PE	CapitalWorks Stack Investors LLC	2012-03-28		9.4 M
PE	Short Vincent Partners II LP	[2012-03-28]		0.6 M

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	4	283.9
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	4	283.9
By Discretionary
Discretionary	4	283.9
Non-Discretionary	0	0.0
Total	4	283.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		283.9
Total	4	283.9

Form D Directors	Role	# Filings	# Firms
John Mueller	Executive Officer	23	5
Todd Martin	Executive Officer	16	4
W Martin	Executive Officer	9	2
Michael Venditti	Director	6	2
Mikel Harding	Executive Officer	5	2
Richard Hollington III	Executive Officer	5	2
Douglas Brosius	Director	4	2
Matthew Lombardo	Executive Officer	4	2
Robert McCreary III	Executive Officer	3	2
CapitalWorks Svp III LLC	Promoter	2	2
View All

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Gap Asset Management LLC ✚	IN	287.0 M
NLC LLC ✚	FL	286.1 M
Rivercrest Capital Management LLC ✚	TX	285.7 M
Eden Global Advisors LLC ✚	NY	285.6 M
Maxwell Street Capital Partners LP ✚	IL	284.3 M
Momentus Manager LLC ✚	VA	284.3 M
Dauntless Capital Partners LLC ✚	TX	283.5 M
Bear Creek Fund Advisors LLC ✚	CO	282.5 M
Sandbridge Investment Management LLC ✚	CA	281.6 M
New Vintage Partners LLC ✚	NY	281.5 M

CapitalWorks LLC

Assets, Funds, Holdings