CWS Capital Partners LLC

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CWS Capital Partners LLC ✚
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) Copy

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
RE	CWS SAF XIV QI LLC	[2023-03-31]	3.2	1.7
RE	CWS SAF XIV QPF LLC	[2023-03-31]	12.1	6.5
RE	CWS SAF XIII QI LLC	[2022-03-28]	0.0	4.4
RE	CWS SAF XIII QPF LLC	[2022-03-28]	0.0	26.6
RE	CWS SAF XII QI LLC	[2021-03-28]	0.0	4.5
RE	CWS SAF XII QPF LLC	[2021-03-28]	0.0	18.9
RE	CWS SAF Xi QI LLC	[2019-03-29]	0.6	3.3
RE	CWS SAF Xi QPF LLC	[2019-03-29]	1.6	15.1
RE	CWS SAF X QI LLC	[2018-03-31]	0.0	5.3
RE	CWS SAF X QPF LLC	[2018-03-31]	0.0	28.6
RE	CWS SAF IX QI LLC	[2017-03-30]	0.0	7.4
RE	CWS SAF IX QPF LLC	[2017-03-30]	0.0	22.5
RE	CWS SAF III LLC	2016-03-16		4.6
RE	CWS SAF II LLC	2016-03-16		0.7
RE	CWS SAF IV LLC	2016-03-16		5.7
RE	CWS SAF VIII QI LLC	[2016-03-16]	6.6	31.1
RE	CWS SAF VIII QPF LLC	[2016-03-16]	3.5	28.8
RE	CWS SAF VII LLC	[2016-03-16]	24.4	27.3
RE	CWS SAF VI LLC	[2016-03-16]	0.0	33.0
RE	CWS SAF V LLC	[2016-03-16]	6.4	7.3
RE	CWS Strategic Apartment Fund LLC	2016-03-16		2.7

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

Comparable Firms	State	AUM ($B)
CA Adviser LLC ✚	PA	0.3
Carter-Haston Investment Partners II GP LLC ✚	TN	0.3
Midtown Investment Advisors LLC ✚	FL	0.3
Thackeray Partners LP ✚	TX	0.3
VILA LLC ✚	CA	0.3
DXD SS Fund Management LLC ✚	NM	0.3
Bison Capital Group LLC ✚	OK	0.3
Resource Land Holdings LLC ✚	CO	0.3
Heitman International LLC ✚		0.3
FIG Capital Management LLC ✚	FL	0.3

Assets, Funds, Holdings