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| CWS Capital Partners LLC
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|---|---|
| CRD # | 166871 |
| SEC # | 801-107474 |
| CIK # | |
| AUM | 268.4 M (2026-05-04) |
| Employees | 52 (48% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| RE | CWS SAF XV LLC | 2025-03-31 | 8.8 M | |
| RE | CWS SAF XV QI LLC | [2025-03-31] | 0.5 M | |
| Offered $100,000,000 · Filed 2024-11-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $100,000,000 · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | CWS SAF XV QPF LLC | [2025-03-31] | 8.2 M | |
| Offered $100,000,000 · Filed 2024-11-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $100,000,000 · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | CWS SAF IX LLC | 2023-06-22 | 28.6 M | |
| RE | CWS SAF VIII LLC | 2023-06-22 | 61.2 M | |
| RE | CWS SAF XIII LLC | 2023-06-22 | 29.6 M | |
| RE | CWS SAF XII LLC | 2023-06-22 | 17.2 M | |
| RE | CWS SAF Xi LLC | 2023-06-22 | 18.6 M | |
| RE | CWS SAF XIV LLC | 2023-06-22 | 8.4 M | |
| RE | CWS SAF X LLC | 2023-06-22 | 30.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 28 | 268.4 |
| (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 | 28 | 268.4 |
| By Discretionary | ||
| Discretionary | 28 | 268.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 268.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.4 | |
| Total | 28 | 268.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Steven Sherwood | Executive Officer | 74 | 2 | |
| Gary Carmell | Executive Officer | 65 | 2 | |
| Gary Carmel | Executive Officer | 5 | 2 | |
| Jay Steven | Executive Officer | 3 | 2 | |
| G Carmell | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Fund Types | Real Estate |
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