Investment adviser · CRD 160408

CW INDUSTRIAL PARTNERS, LLC

Investment adviser filing (IA)

CAPITALWORKS, LLC

CLEVELAND, OH, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $284M
Client accounts: 4
Employees: 8
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	4	$283,933,229	100.0%

Filing source

Form ADV 2082228 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

9 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAPITALWORKS IV, L.P.Private Equity Fund · Last reported Mar 31, 2026$221MGross asset value

Form D fundraising filings

CapitalWorks Fund IV, L.P.

Fund administrator COHEN & COMPANY CLEVELAND, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P. C. CHICAGO, Illinois, United States

Custodian DOLLAR BANK CLEVELAND, Ohio, United States Related to adviser: No

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P. C.
PCAOB 243

DOLLAR BANK
LEI 549300MSU5WVAU4ZN645

KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78

Fund details & source

Fund ID: 805-4938515883
Reported beneficial owners: 94
Minimum commitment: $250K
Form D file number: 021-274137

Form ADV 2082228 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHORT VINCENT PARTNERS III, L.P.Private Equity Fund · Last reported Mar 31, 2026$30MGross asset value

Form D fundraising filings

Short Vincent Partners III, L.P.

Feeder funds

SHORT VINCENT PARTNERS III(A), LP

Fund administrator COHEN & COMPANY CLEVELAND, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P. C. CHICAGO, Illinois, United States

Custodian DOLLAR BANK CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P. C.
PCAOB 243

DOLLAR BANK
LEI 549300MSU5WVAU4ZN645

Fund details & source

Fund ID: 805-4172006002
Reported beneficial owners: 96
Minimum commitment: $100K
Form D file number: 021-185592
Form D file number: 021-185594

Form ADV 2082228 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CWI FUND V, L.P.Private Equity Fund · Last reported Mar 31, 2026$29.9MGross asset value

Form D fundraising filings

CWI Fund V, L.P.

Fund administrator COHEN & COMPANY CLEVELAND, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P. C. CHICAGO, Illinois, United States

Custodian DOLLAR BANK CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P. C.
PCAOB 243

DOLLAR BANK
LEI 549300MSU5WVAU4ZN645

Fund details & source

Fund ID: 805-7371067852
Reported beneficial owners: 43
Minimum commitment: $125K
Form D file number: 021-503087

Form ADV 2082228 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MANTALINE COINVEST LLCPrivate Equity Fund · Last reported Mar 31, 2026$3.07MGross asset value

Form D fundraising filings

Mantaline Holdings, LLC

Fund administrator COHEN & COMPANY CLEVELAND, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P. C. CHICAGO, Illinois, United States

Custodian DOLLAR BANK CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P. C.
PCAOB 243

DOLLAR BANK
LEI 549300MSU5WVAU4ZN645

Fund details & source

Fund ID: 805-9142569068
Reported beneficial owners: 1
Minimum commitment: $4M
Form D file number: 021-507699

Form ADV 2082228 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHORT VINCENT PARTNERS III(A), LPPrivate Equity Fund · Last reported Mar 26, 2013$3.63KGross asset value

Form D fundraising filings

Short Vincent Partners III(A), L.P.

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-4969689519
Reported beneficial owners: 12
Minimum commitment: $100K
Form D file number: 021-185594

Form ADV 700085 · Mar 26, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITALWORKS STACK INVESTORS, LLCPrivate Equity Fund · Last reported Mar 26, 2013$9.4MGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2079212176
Reported beneficial owners: 40
Minimum commitment: $25K
Form D file number: 021-75461

Form ADV 700085 · Mar 26, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHORT VINCENT PARTNERS II, L.P.Private Equity Fund · Last reported Mar 29, 2019$622KGross asset value

Auditor COHEN & COMPANY, LTD. CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

COHEN & COMPANY, LTD.
PCAOB 925

KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78

Fund details & source

Fund ID: 805-1801956721
Reported beneficial owners: 75
Minimum commitment: $250K
Form D file number: 021-109468

Form ADV 1261258 · Mar 29, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1100 SUPERIOR AVE., SUITE 1725
CLEVELAND, OH, 44114, United States

CRD 160408

Filing source

Form ADV 2082228 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.