Data / Investment advisers / Ohio / CW Industrial Partners, LLC
CW Industrial Partners, LLC, Cleveland, OH: $284 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CW Industrial Partners, LLC is an SEC registered investment adviser with its main office in Cleveland, Ohio and reports $284 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160408
- SEC file number
- 801-110345
- SEC status
- Approved, effective April 10, 2017
- Legal name
- Capitalworks, LLC
- Main office
- 1100 Superior Ave. Suite 1725, Cleveland, OH 44114
- Phone
- (216) 781-3233
- Website
- pe4fams.com
- Regulatory AUM
- $283,933,229 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $283,933,229
- Accounts
- 4
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $283,933,229
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $283.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $283.9 million | March 31, 2026 |
| December 1, 2025 | $293.4 million | March 31, 2025 |
Other advisers in Cleveland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Park Edge Advisors, LLC | Cleveland | $522.5 million | Not listed | adviserinfo.sec.gov |
| Cleveland Wealth, LLC | Cleveland | $506.6 million | Not listed | adviserinfo.sec.gov |
| The O.H.I.O. Fund | Cleveland | $474.6 million | 6 | adviserinfo.sec.gov |
| Return on Life Wealth Partners | Cleveland | $472.5 million | Not listed | adviserinfo.sec.gov |
| Reed Financial Services, Inc. | Cleveland | $388.6 million | Not listed | adviserinfo.sec.gov |
| Clutterbuck Capital Management LLC | Cleveland | $233.4 million | 3 | adviserinfo.sec.gov |
| Bright Path Sports Partners, LLC | Cleveland | $194.8 million | 2 | adviserinfo.sec.gov |
| Bluestone Private Wealth, LLC | Cleveland | $190.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cleveland, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- CW Industrial Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.