CWS Capital Partners LLC

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CWS Capital Partners LLC
✚
CRD #166871
SEC #801-107474
CIK #
AUM 268.4 M (2026-05-04)
Employees 52 (48% Investors, 33% Brokers)
Fees
Minimum
Phone800-466-0020
Address14 Corporate Plaza
Newport Beach, CA 92660
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
50040030020010002010201520212027
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
RE CWS SAF XIV QI LLC [2023-03-31] 3.2 M 1.7 M
Offered $50,000,000 · Filed 2023-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $46,806,681 · Duration More than one year · Revenue $1 - $1,000,000
RE CWS SAF XIV QPF LLC [2023-03-31] 12.1 M 6.7 M
Offered $50,000,000 · Filed 2023-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $37,898,805 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF XIII QI LLC [2022-03-28] 4.2 M
Offered $50,000,000 · Filed 2020-03-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $50,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF XIII QPF LLC [2022-03-28] 25.5 M
Offered $50,000,000 · Filed 2020-03-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $50,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF XII QI LLC [2021-03-28] 3.3 M
Offered $50,000,000 · Filed 2020-03-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $50,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF XII QPF LLC [2021-03-28] 13.9 M
Offered $50,000,000 · Filed 2020-03-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $50,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF Xi QI LLC [2019-03-29] 0.6 M 3.3 M
Offered $50,000,000 · Filed 2018-11-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $49,400,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF Xi QPF LLC [2019-03-29] 1.6 M 15.2 M
Offered $50,000,000 · Filed 2018-11-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining $48,450,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF X QI LLC [2018-03-31] 4.8 M
Offered $50,000,000 · Filed 2017-04-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $50,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF X QPF LLC [2018-03-31] 25.9 M
Offered $50,000,000 · Filed 2017-04-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $50,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF IX QI LLC [2017-03-30] 7.1 M
Offered $25,000,000 · Filed 2016-10-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $25,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF IX QPF LLC [2017-03-30] 21.5 M
Offered $25,000,000 · Filed 2016-10-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $25,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF III LLC 2016-03-16 4.3 M
RE CWS SAF II LLC 2016-03-16 0.7 M
RE CWS SAF IV LLC 2016-03-16 5.7 M
RE CWS SAF VIII QI LLC [2016-03-16] 6.6 M 31.7 M
Offered $25,000,000 · Filed 2016-01-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $18,440,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF VIII QPF LLC [2016-03-16] 3.5 M 29.4 M
Offered $15,000,000 · Filed 2016-01-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $11,500,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF VII LLC [2016-03-16] 24.4 M 26.2 M
Offered $25,000,000 · Filed 2016-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $618,528 · Duration More than one year · Revenue $1 - $1,000,000
RE CWS SAF VI LLC [2016-03-16] 27.5 M
Offered $20,000,000 · Filed 2014-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $20,000,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS SAF V LLC [2016-03-16] 6.4 M 7.3 M
Offered $20,000,000 · Filed 2013-06-13 (D) · Exemption 506 · Minimum $50,000 · Remaining $13,600,000 · Duration One year or less · Revenue $1 - $1,000,000
RE CWS Strategic Apartment Fund LLC 2016-03-16 2.7 M
AUM Breakdown Accounts AUM ($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 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
ServesInstitutional
Fund TypesReal Estate
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