The CWS CAPITAL PARTNERS is a privately held investment adviser that advises $268.39mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CWS CAPITAL PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 13.63% over the last 5-years.
The Group has been registered with the SEC for 10.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 14 CORPORATE PLAZA STE. 210, NEWPORT BEACH, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 52 employees comprised of 25 investment and 27 non-investment staff. The total number of Employees increased by 20.93% over the last 5-years.
Their $268.39mn in assets advised are owned by 28 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $268.39mn or 100% of Total Assets.
The Group's top investment strategies include Real Estate and Long Only, representing 96.73% and 3.27% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 28 private funds with $268.39mn in assets.
The Group discloses advisory fees and performance-based fees.
CWS CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.