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CWS CAPITAL PARTNERS LLC
CRD 166871 · SEC 801-107474
14 CORPORATE PLAZA, STE. 210, NEWPORT BEACH, CA, 92660, United States
Phone
800-466-0020
Fax
949-640-4931
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.4M
Discretionary AUM
$268.4M
Team
52 total employees; 25 advisory reps
Clients
0
Fees
Performance-based fees; REIMBURSED EXPENSES; ASSET MGMT FEE
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)ADVISES PRIVATE REAL ESTATE FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 28 | $268.4M |
States served
CA, TX
All web addresses on file
- https://www.linkedin.com/company/cws-capital-partners/
- https://www.garycarmell.com/cws-capital-partners-llc/
- https://www.facebook.com/GaryCarmellAuthor/videos/a-few-years-back-i-had-the-honor-of-interviewing-bill-williams-enjoy-his-wealt
- https://m.facebook.com/people/CWS-Capital-Partners/100070111665781/
- HTTP://WWW.CWSCAPITAL.COM
Official SEC filing: View on IAPD