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Cws Capital Partners LLC

● SEC registered since 2016CRD 166871SEC# 801-107474Newport Beach, CA
Export (members)
Ranks #4,734 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$268.4M
Fund GAV
$471.5M
Private funds
28
Employees
52
Accounts
28
Location
Newport Beach, CA

Cws Capital Partners LLC assets under management

Cws Capital Partners LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2016. It reports $268.4 million in regulatory assets under management and employs 52 people. Cws Capital Partners LLC manages 28 private funds with combined gross assets of $471.5 million, including Cws Saf VIII LLC. By regulatory assets, it ranks 4,734 of 6,004 private fund managers.

Cws Capital Partners LLC private funds

28 funds · $471.5M GAV
FundTypeGross assetsMin.
Cws Saf VIII LLCReal Estate$61.2M$150K
Cws Saf VIII Qi, LLCReal Estate$31.7M$150K
Cws Saf X LLCReal Estate$30.7M$150K
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Cws Capital Partners LLC owners & executives

14 reported
NameTitleOwnershipSince
Carmell TrustShareholder10-25%1998
Gary Charles Carmell ControlShareholderUnder 5%1998
Justin Patrick LeahyShareholder5-10%2023
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Frequently asked questions

How much does Cws Capital Partners LLC manage?

Cws Capital Partners LLC reports $268.4 million in regulatory assets under management on its Form ADV.

How many private funds does Cws Capital Partners LLC manage?

Cws Capital Partners LLC manages 28 private funds with combined gross assets of $471.5 million.

How many employees does Cws Capital Partners LLC have?

Cws Capital Partners LLC reports 52 employees.

Where is Cws Capital Partners LLC located?

Cws Capital Partners LLC is based in Newport Beach, CA and has been SEC-registered since 2016.

Does Cws Capital Partners LLC disclose fund performance?

Cws Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14 Corporate Plaza, Ste. 210, Newport Beach, CA 92660
Phone800-466-0020
Fax949-640-4931
Office hours9:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Regulatory AUM

$268.4M▼ 2%
Mar '25 — $274.3MApr '25 — $274.3MMay '25 — $293.2MJun '25 — $293.2MJul '25 — $293.2MAug '25 — $293.2MSep '25 — $293.2MOct '25 — $293.2MNov '25 — $293.2MDec '25 — $293.2MJan '26 — $293.2MFeb '26 — $293.2MMar '26 — $268.4MApr '26 — $268.4MMay '26 — $268.4MJun '26 — $268.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
AUM vs fund managersTop 79%
Larger than 21% of 6,004 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$268.4Mregulatory AUM
Discretionary $268.4M

Service providers

Custodian