Data / Investment advisers / California / CWS Capital Partners LLC
CWS Capital Partners LLC, Newport Beach, CA: $268 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CWS Capital Partners LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $268 million in regulatory assets under management in its Form ADV filed May 4, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees and other fees. It advises 28 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 166871
- SEC file number
- 801-107474
- SEC status
- Approved, effective April 5, 2016
- Main office
- 14 Corporate Plaza Ste. 210, Newport Beach, CA 92660
- Phone
- (800) 466-0020
- Regulatory AUM
- $268,387,708 in the Form ADV filed May 4, 2026
- Discretionary AUM
- $268,387,708
- Accounts
- 28
- Employees
- 52, of which 25 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees, other fees
- Private funds
- 28: 28 real estate funds
- Gross assets of private funds
- $471,477,118
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- May 4, 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 | 28 | $268.4 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 | $268.4 million | March 30, 2026 |
| December 1, 2025 | $293.2 million | May 9, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Miramontes Capital, LLC | Newport Beach | $396.9 million | Not listed | adviserinfo.sec.gov |
| Clearlight Partners Management, LLC | Newport Beach | $390.3 million | 2 | adviserinfo.sec.gov |
| Yosemite Capital Management | Newport Beach | $369 million | Not listed | adviserinfo.sec.gov |
| Signature Resources Capital Management, LLC | Newport Beach | $303.9 million | Not listed | adviserinfo.sec.gov |
| Pan Global Advisers, LLC | Newport Beach | $270.5 million | 1 | adviserinfo.sec.gov |
| Newport Wealth Advisors, Inc. | Newport Beach | $262.6 million | Not listed | adviserinfo.sec.gov |
| Tidecrest Wealth Management, LLC | Newport Beach | $249.7 million | Not listed | adviserinfo.sec.gov |
| Prattes Wealth Partners | Newport Beach | $243.6 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- CWS Capital 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.