CWS CAPITAL PARTNERS LLC
CRD #166871 SEC #801-107474 NEWPORT BEACH, CA 800-466-0020
SEC Registered Private Funds Disclosures
Total AUM
$293.2M
Discretionary
$293.2M
Employees
49
Clients
0
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $293.2M | $293.2M | $0 | 49 | 0 |
| Mar 2025 | $274.3M | $274.3M | $0 | 49 | 0 |
| May 2024 | $336.3M | $336.3M | $0 | 51 | 0 |
| Mar 2024 | $336.3M | $336.3M | $0 | 51 | 0 |
| Jun 2023 | $464.6M | $464.6M | $0 | 55 | 0 |
| May 2023 | $464.6M | $464.6M | $0 | 55 | 0 |
| Mar 2023 | $464.6M | $464.6M | $0 | 55 | 0 |
| Mar 2022 | $468.9M | $468.9M | $0 | 46 | 0 |
| Mar 2021 | $310.7M | $310.7M | $0 | 43 | 0 |
| Mar 2020 | $272.6M | $272.6M | $0 | 45 | 0 |
| Apr 2019 | $275.8M | $275.8M | $0 | 4 | 0 |
| Mar 2019 | $275.8M | $275.8M | $0 | 4 | 0 |
| Mar 2018 | $254.9M | $254.9M | $0 | 5 | 1 |
| Jul 2017 | $213.8M | $213.8M | $0 | 4 | 11 |
| Mar 2017 | $194M | $194M | $0 | 4 | 11 |
| Sep 2016 | $141.6M | $141.6M | $0 | 4 | 1 |
| Apr 2016 | $141.6M | $141.6M | $0 | 4 | 1 |
| Mar 2016 | $141.6M | $141.6M | $0 | 4 | 1 |
| Mar 2016 | $141.6M | $141.6M | $0 | 4 | 1 |
DateMay 2025
Total AUM$293.2M
Discretionary$293.2M
Non-Disc.$0
Employees49
Clients0
DateMar 2025
Total AUM$274.3M
Discretionary$274.3M
Non-Disc.$0
Employees49
Clients0
DateMay 2024
Total AUM$336.3M
Discretionary$336.3M
Non-Disc.$0
Employees51
Clients0
DateMar 2024
Total AUM$336.3M
Discretionary$336.3M
Non-Disc.$0
Employees51
Clients0
DateJun 2023
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees55
Clients0
DateMay 2023
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees55
Clients0
DateMar 2023
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees55
Clients0
DateMar 2022
Total AUM$468.9M
Discretionary$468.9M
Non-Disc.$0
Employees46
Clients0
DateMar 2021
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees43
Clients0
DateMar 2020
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees45
Clients0
DateApr 2019
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees5
Clients1
DateJul 2017
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees4
Clients11
DateMar 2017
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees4
Clients11
DateSep 2016
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees4
Clients1
DateApr 2016
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees4
Clients1