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 soldDates 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 9, 2016 | Amendment | $24,381,472 | $22,128,722vs Nov 24, 2014 | 98 | SEC filing |
| Nov 24, 2014 | Initial | $2,252,750 | No comparison | 22 | SEC 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
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MARCUS LAM | 5030836 | CWS INVESTMENTS · CRD 23551 |
| TREVOR DALLAS | 5704431 | CWS 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
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.
| 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