CWS Capital Partners LLC

RIASEC RegisteredEst. 2016
Total AUM
$268M
Discretionary
$268M
100% of AUM
Avg account
$9.6M
Accounts
28
Employees
52
Advisory reps
7

Firm details

Headquarters
Newport Beach, California
CRD number
166871
Registered since
April 5, 2016
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mark Ruggles

    Mark Ruggles

    Chief Operating OfficerCRD 2637412

Contacts

3 of 6
  • Gary Carmell

    Gary Carmell

    PartnerCRD 2595391

  • John Manley

    Compliance OfficerCRD 2927566

  • Steven Sherwood

    Steven Sherwood

    Founding Partner and ChairmanCRD 1901510

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth