Form D · Other Real Estate

CWS SAF VII, LLC

Newport Beach, CA · CIK 0001625370

Offering snapshot reported Feb 9, 2016 · SEC filing

Reported sold
$24.4M
Offering amount: $25M
Investors reported
98
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Nov 17, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.2M$24.4MNov 24, 2014: $2,252,750.00Nov 24, 2014Feb 9, 2016: $24,381,472.00Feb 9, 2016

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$2,252,750 → $24,381,472
  • Reported investors22 → 98

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 9, 2016Amendment$24,381,472$22,128,722vs Nov 24, 201498SEC filing
Nov 24, 2014Initial$2,252,750No comparison22SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-228898
EQUITY INTEREST IN AN LLC

Sales compensation recipients

Scroll to see all columns →

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

Source: Form D, filed Feb 9, 2016. 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 VII, LLC

Investment adviser: CWS CAPITAL PARTNERS LLC

Gross asset value
$26.2M
Beneficial owners
163
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

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 805-8130494555

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 Charles 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