Shareholder · CWS Capital Partners LLC
Gary C. Carmell
CRD 2595391 · Named on Form ADV at one SEC-registered adviser
At a glance
CWS Capital Partners LLC, an SEC-registered private fund adviser based in Newport Beach, CA with $268 million in regulatory assets, lists Gary C. Carmell on its Form ADV as Shareholder, a control person.
Firms and roles
- CWS Capital Partners LLCShareholderPrivate fund adviser · Newport Beach, CA · $268M in regulatory assets
AtlasMembers
Gary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Michael E. EngelsChief Investment Officer, CWS Capital Partners LLC
- Mark R. RugglesCoo/cco, CWS Capital Partners LLC
- Michael J. BrittinghamShareholder, CWS Capital Partners LLC
- Justin P. LeahyShareholder, CWS Capital Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.