← Directory

CW INDUSTRIAL PARTNERS, LLC

Legal name: CAPITALWORKS, LLC

CRD 160408File 801-110345
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$283.9M
Below cohort median (national)
Discretionary AUM
$283.9M
Clients
4
4 accounts
Employees
8
Below cohort median in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Apr 10, 2017
Principal office
1100 SUPERIOR AVE., SUITE 1725, CLEVELAND, OH, 44114
Phone
216-781-3233

Assets & accounts

ADV Item 5F
Total regulatory AUM
$283.9M
Discretionary AUM
$283.9M
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$71.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$283.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SEE SCHEDULE D - MISCELLANEOUS
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.