Form D · Other Real Estate
CWS SAF VI, LLC
Newport Beach, CA · CIK 0001602743
Offering snapshot reported Mar 17, 2014 · SEC filing
- Reported sold
- Yet to sell Offering amount: $20M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $150K Reported outside-investor minimum
- First sale
- Yet to occur 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 17, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-213712
Equity interest in an LLC
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| TREVOR DALLAS | 5704431 | CWS INVESTMENTS · CRD 23551 |
| MARCUS LAM | 5030836 | CWS INVESTMENTS · CRD 23551 |
Source: Form D, filed Mar 17, 2014. 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 VI, LLC
Investment adviser: CWS CAPITAL PARTNERS LLC
- Gross asset value
- $27.5M
- Beneficial owners
- 145
- ADV minimum commitment
- $150K
Reported in Form ADV on May 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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 805-3141957916
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.
| Name | Reported role |
|---|---|
| Gary Charles Carmell | Executive |
| Steven Jay Sherwood | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Newport Beach, CA, 92660