Steven Sherwood
Steven Sherwood is a registered investment advisor at Cws Capital Partners LLC, based in Newport Beach, CA, with 36 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 30 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWS Capital Partners does not charge individual investors any direct investment fees. They earn indirect fees through affiliated companies that manage the real estate funds. These affiliates may receive reimbursement for expenses, asset management fees, accounting fees, disposition fees, mortgage brokerage fees, and development, construction, and administration fees.
Location
14 Corporate Plaza, Suite 210, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Regulatory
July 1993Other Business Activities
Steven is an owner/officer and advisory board member of CWS Capital Partners LLC, CWS Corporate Housing LLC, and CWS Apartment Homes, and a GP of numerous real estate limited partnerships. He also owns Gelato Paradiso, a food service business, dedicating minimal time to it.
Employment History
Current Registrations
Cws Capital Partners LLC
Cws Investments
Cws Investments
Cws InvestmentsBroker
Previous Registrations
Cws Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.