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| Happy Holidays!! thanks for using AUM13F!! |
| CWS Capital Partners LLC
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| CRD # | 166871 |
| SEC # | 801-107474 |
| CIK # | |
| AUM | $293.2 M (2025-05-09) |
| Employees | 49 (49% Investors, 31% Brokers) |
| Phone | 800-466-0020 |
| Address | 14 Corporate Plaza Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | CWS SAF XV LLC | 2025-03-31 | 4.1 | |
| RE | CWS SAF XV QI LLC | [2025-03-31] | 0.0 | 0.4 |
| RE | CWS SAF XV QPF LLC | [2025-03-31] | 0.0 | 3.7 |
| RE | CWS SAF IX LLC | 2023-06-22 | 30.0 | |
| RE | CWS SAF VIII LLC | 2023-06-22 | 59.9 | |
| RE | CWS SAF XIII LLC | 2023-06-22 | 30.9 | |
| RE | CWS SAF XII LLC | 2023-06-22 | 23.8 | |
| RE | CWS SAF Xi LLC | 2023-06-22 | 18.5 | |
| RE | CWS SAF XIV LLC | 2023-06-22 | 8.1 | |
| RE | CWS SAF X LLC | 2023-06-22 | 34.1 | |
| View All | ||||
| 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 | 30 | 293.2 |
| (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 | 30 | 293.2 |
| By Discretionary | ||
| Discretionary | 30 | 293.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30 | 293.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.2 | |
| Total | 30 | 293.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Steven Sherwood | 72 | ||
| Gary Carmell | 63 | ||
| Gary Carmel | 5 | ||
| Jay Steven | 3 | ||
| G Carmell | 1 |
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