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CWS CAPITAL PARTNERS LLC
CRD 166871File 801-107474
APPROVED
Custody
Disclosure events
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$268.4M
Below cohort median (national)
Discretionary AUM
$268.4M
Clients
28
28 accounts
Employees
52
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 5, 2016
- Principal office
- 14 CORPORATE PLAZA, STE. 210, NEWPORT BEACH, CA, 92660
- Phone
- 800-466-0020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.4M
- Discretionary AUM
- $268.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 28
- Non-discretionary accounts
- 0
- Total accounts
- 28
- AUM per client
- $9.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 28 | $268.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REIMBURSED EXPENSES; ASSET MGMT FEE
- Performance-based fees
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- 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- Q11
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.