CAPITALWORKS INVESTMENT PARTNERS LLC
CRD #108548 SEC #801-56584 SAN DIEGO, CA 619-615-1000
SEC Registered
Total AUM
$619.3M
Discretionary
$619.3M
Employees
--
Clients
--
Accounts
14
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARSHALL, JACK, CULLUM | I | PARTNER-PORTFOLIO MANAGER | C | Control |
| MARSHALL, JACK, CULLUM | I | PARTNER-PORTFOLIO MANAGER | C | Control |
| MARSHALL, JACK, CULLUM | I | PARTNER-PORTFOLIO MANAGER | C | Control |
| MARSHALL, JACK, CULLUM | I | PARTNER-PORTFOLIO MANAGER | C | Control |
| MARSHALL, JACK, CULLUM | I | PARTNER-PORTFOLIO MANAGER | C | Control |
| MARSHALL, JACK, CULLUM | I | PARTNER-PORTFOLIO MANAGER | C | Control |
| WYLIE, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER | C | Control |
| WYLIE, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER | C | Control |
| WYLIE, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER | C | Control |
| WYLIE, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER | C | Control |
| WYLIE, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER | C | Control |
| WYLIE, JOHN, DAVID | I | PARTNER-PORTFOLIO MANAGER | C | Control |
| APPLEGATE, KENNETH, PALMER | I | PARTNER/PORTFOLIO MANAGER | B | Control |
| APPLEGATE, KENNETH, PALMER | I | PARTNER/PORTFOLIO MANAGER | B | Control |
| APPLEGATE, KENNETH, PALMER | I | PARTNER/PORTFOLIO MANAGER | B | Control |
| APPLEGATE, KENNETH, PALMER | I | PARTNER/PORTFOLIO MANAGER | B | Control |
| APPLEGATE, KENNETH, PALMER | I | PARTNER/PORTFOLIO MANAGER | B | Control |
| CORRENTI, MARK, JOSEPH | I | PARTNER-DIRECTOR OF CLIENT SERVICES | B | Control |
| CORRENTI, MARK, JOSEPH | I | PARTNER-DIRECTOR OF CLIENT SERVICES | B | Control |
| CORRENTI, MARK, JOSEPH | I | PARTNER-DIRECTOR OF CLIENT SERVICES | B | Control |
| CORRENTI, MARK, JOSEPH | I | PARTNER-DIRECTOR OF CLIENT SERVICES | B | Control |
| CORRENTI, MARK, JOSEPH | I | PARTNER-DIRECTOR OF CLIENT SERVICES | B | Control |
| CORRENTI, MARK, JOSEPH | I | PARTNER-DIRECTOR OF CLIENT SERVICES | B | Control |
| GARCIA, DONOVAN, TIMOTHY | I | PARTNER-PORTFOLIO MANAGER | B | Control |
Registrations
Federal
IA
Mar 1, 2007 REGISTERED
Notice Filings (3)
CA IL WA
Address
402 WEST BROADWAY 25TH FLOORSAN DIEGO, CA 92101
USA
Phone: 619-615-1000