Cws Capital Partners LLC is a large advisory firm based in Newport Beach. It manages $275.77 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Illinois, and Texas.
Cws Capital Partners provides selection of other advisers and advises real estate related private limited partnerships and private real estate funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cws Capital Partners LLC is $275.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cws Capital Partners LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cws Capital Partners is pooled investment vehicles with 15 clients and $275.77 million of assets under management. Among the 12 most similar advisory firms, Cws Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $275.77 million for 15 clients. None of the firm’s clients are foreign persons or businesses.
Cws Capital Partners also advises several private funds. Namely, fifteen real estate funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $500,000.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Elmer Engels has served as the Chief Investment Officer since 1 Oct 2003. Mark Ryan Ruggles joined the executive team most recently as the Coo/Cco.
The principal office where Cws Capital Partners LLC performs its advisory services is located at 14 Corporate Plaza, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-466-0020 or by fax 949-640-4931. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at cwscapital.com.