Form D · Other Real Estate

CWS SAF V LLC

Newport Beach, CA · CIK 0001578950

Offering snapshot reported Jun 13, 2013 · SEC filing

Reported sold
$6.4M
Offering amount: $20M
Investors reported
35
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
May 31, 2013
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 13, 2013Initial$6,400,000No comparison35SEC filing

Offering details

Securities
Equity, Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-197949
Equity interest in an LLC

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
TREVOR DALLAS5704431CWS INVESTMENTS · CRD 23551
MARCUS LAM5030836CWS INVESTMENTS · CRD 23551

Source: Form D, filed Jun 13, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CWS SAF V, LLC

Investment adviser: CWS CAPITAL PARTNERS LLC

Gross asset value
$7.32M
Beneficial owners
79
ADV minimum commitment
$50K

Reported in Form ADV on May 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY DALLAS, Texas, United States
Custodian WELLS FARGO LONG BEACH, California, 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

BAKER TILLY
PCAOB 23

WELLS FARGO
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 2091397 · May 4, 2026 · Schedule D 7.B.(1), fund 805-5009924951

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Gary Carmell Executive
Steven Jay Sherwood Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
14 Corporate Plaza Drive Suite 210
Newport Beach, CA, 92660