CWS Capital Partners

Evidence PackPROIndependent

Real EstateNEWPORT BEACH, CA, US Website

AUM

$293M

Ownership

independent

Stakeability

33 / VERY LOW

Priority

Tier

Employees

CWS Capital Partners is a private equity firm specializing in real estate investments.

SEC RegisteredFund PerformanceBDC ExposureTeam DataILS DealsRegulatory

Coverage

50%

Adaptive profile: standard

Signals present

6/12

SEC / ADVFund Performance(50)BDC Exposure(19)13F Holders(0)Team(30)ILS Deals(1)Regulatory(25)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

33 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

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IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

166871

SEC File Number

801-107474

Registration Type

Registered

Filing Date

May 9, 2025

Employee Count

N/A

Discretionary AUM

$293.2M

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$498.8M

Source: SEC IAPD