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CWS Capital Partners
CWS Capital Partners LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2016. The firm manages approximately $268 million in...
Overview
CWS Capital Partners LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2016. The firm manages approximately $268 million in regulatory assets. It has 52 employees and 25 investment advisers.
General information
Firm type
Asset Manager
Year founded
1994
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Houston, TX, United States
Principals
Charles W. Shaffer
Founder & Chief Executive Officer
John T. Morton
President & Chief Operating Officer
Sector focus
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