CWS CAPITAL PARTNERS LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 166871
- Registered since
- April 5, 2016
- Website
- www.cwscapital.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CWS Capital Partners LLC is a privately held limited liability company that registers with the SEC as an adviser and operates primarily in the real estate fund space. The firm acts as a real estate broker and provides portfolio management services for pooled investment vehicles, serving an institutional client base. Its fee arrangements include performance-based components alongside other fee types, consistent with manager-sponsored private funds and carried-interest-style economics. Operationally, the firm functions in multiple roles across the investment value chain: registered investment adviser, sponsor/GP or managing member of pooled vehicles, and broker-dealer affiliate. CWS Capital Partners was first SEC-registered in 2016. It is not characterized as an active ESG investor and is not a multi-state adviser by the reporting classification.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARK RUGGLES
Chief Operating OfficerCRD 2637412
Contacts
3 of 6GARY CARMELL
PartnerCRD 2595391
JOHN MANLEY
Compliance OfficerCRD 2927566
STEVEN SHERWOOD
Founding Partner and ChairmanCRD 1901510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 14 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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