Cws Capital Partners LLC
Cws Capital Partners LLC is an SEC-registered asset manager in Newport Beach, CA with $268.4M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Cws Capital Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166871, SEC 801-107474, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $268.4M (2026-05-04)
- Firm type
- Asset Manager
- Location
- Newport Beach, CA
- Employees
- 52
- Clients
- 28
- CRD
- 166871
- Ownership
- STEVEN SHERWOOD TRUST; SHERWOOD FAMILY LLC; CARMELL TRUST; BRITTINGHAM, MICHAEL, JAMES; ENGELS, MICHAEL, ELMER
How much AUM does Cws Capital Partners LLC have?
Cws Capital Partners LLC reported $268.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Cws Capital Partners LLC?
Disclosed owners and executives of Cws Capital Partners LLC include STEVEN SHERWOOD TRUST, SHERWOOD FAMILY LLC, CARMELL TRUST, BRITTINGHAM, MICHAEL, JAMES, ENGELS, MICHAEL, ELMER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.