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Manager

C•• C•••••• P••••••• L••

CRD 166871SEC 801-107474Newport Beach, CAc•••••••••.comunder $1BMulti-strategy
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$336M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
GAV as filed
$541Mfeeders and quarantined readings included
Vehicles
27 current, 28 ever, 1 dropped14 feeders, 0 funds of funds
First on the tape
2016the extract starts in 2011; an earlier history is not visible
Latest filing
May 15, 2024registered adviser
Adviser RAUM
$336Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 27
Latest vintage
2023from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
stated by the manager
Strategy
Multi-strategy
Operator model
Fund managerbasis: default for fund filer
Property types
Multifamily, Student housing, Manufactured housingbasis: stated
Markets
Texas, Colorado, Georgia, North Carolina, Washington, Arizona, Tennessee, Austin, TXbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
$6+ billion in portfolio valuethe manager's statement, not a DFX figure
In the manager’s own words
  • Value add: “We provide value-add services to our properties by managing our operating results based on our initial and budgeted projections, investing in accretive capital improvements, researching market competition and its effect on rents and occupancy, and assessing positive refinance or sale opportunities.”
  • Value add: “C•• C•••••• P••••••• offers investments involving the repositioning of an older asset.”
  • Development: “We build multifamily development projects from the ground up beginning with site selection and entitlements, then managing through construction, lease-up, and permanent financing.”
  • Multi-strategy: “CWS has in-depth knowledge and experience in structuring four different types of investments: Existing Apartments, Development Projects, Apartment Repositioning, and Student Housing.”
  • Multifamily: “C•• C•••••• P••••••• is a full-service real estate investment management company specializing in the acquisition, development, repositioning, and management of luxury apartment communities in fast growing American cities.”
  • Student housing: “CWS has in-depth knowledge and experience in structuring four different types of investments: Existing Apartments, Development Projects, Apartment Repositioning, and Student Housing.”
  • Manufactured housing: “CWS establishes itself as the largest owner and operator of manufactured housing in the U.S.”
  • Texas: “C•• C•••••• P••••••• offers investment opportunities in existing luxury apartment communities in states such as Texas, Colorado, Georgia, North Carolina, Washington, Arizona, and Tennessee.”
  • Colorado: “C•• C•••••• P••••••• offers investment opportunities in existing luxury apartment communities in states such as Texas, Colorado, Georgia, North Carolina, Washington, Arizona, and Tennessee.”
  • Georgia: “C•• C•••••• P••••••• offers investment opportunities in existing luxury apartment communities in states such as Texas, Colorado, Georgia, North Carolina, Washington, Arizona, and Tennessee.”
  • North Carolina: “C•• C•••••• P••••••• offers investment opportunities in existing luxury apartment communities in states such as Texas, Colorado, Georgia, North Carolina, Washington, Arizona, and Tennessee.”
  • Washington: “C•• C•••••• P••••••• offers investment opportunities in existing luxury apartment communities in states such as Texas, Colorado, Georgia, North Carolina, Washington, Arizona, and Tennessee.”
  • Arizona: “C•• C•••••• P••••••• offers investment opportunities in existing luxury apartment communities in states such as Texas, Colorado, Georgia, North Carolina, Washington, Arizona, and Tennessee.”
  • Tennessee: “C•• C•••••• P••••••• offers investment opportunities in existing luxury apartment communities in states such as Texas, Colorado, Georgia, North Carolina, Washington, Arizona, and Tennessee.”
  • Austin, TX: “with a considerable presence in Texas (Austin, Dallas/Ft. Worth, Houston, and San Antonio)”
  • Dallas/Ft. Worth, TX: “with a considerable presence in Texas (Austin, Dallas/Ft. Worth, Houston, and San Antonio)”
  • Houston, TX: “with a considerable presence in Texas (Austin, Dallas/Ft. Worth, Houston, and San Antonio)”
  • San Antonio, TX: “with a considerable presence in Texas (Austin, Dallas/Ft. Worth, Houston, and San Antonio)”
  • Atlanta, GA: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
  • Denver, CO: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
  • Charlotte, NC: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
  • Nashville, TN: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
  • Raleigh, NC: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
  • Sacramento, CA: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
  • Seattle, WA: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
  • Phoenix, AZ: “in other metropolitan areas across the nation including Atlanta (GA), Denver (CO), Charlotte (NC), Nashville, (TN), Raleigh (NC), Nashville (TN), Sacramento (CA), Seattle (WA), and Phoenix (AZ).”
Vehicles
28 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
C•• S•• V••• L••
805-7988680838
master$57M GAV 202432023 to 20242023Investing
C•• S•• V•• L••
805-3141957916
fund$35M GAV 20241022016* to 2024unknownHarvesting
C•• S•• I• L••
805-7779325251
master$35M GAV 202432023 to 20242023Investing
C•• S•• X• L••
805-9453500296
master$34M GAV 202432023 to 20242023Investing
C•• S•• V••• Q•• L••
805-2592445191
feeder$30M GAV 20241042016* to 2024unknownHarvesting
C•• S•• X• Q•• L••
805-1869284202
feeder$29M GAV 2024732018 to 20242018Harvesting
C•• S•• V••• L••
805-8130494555
fund$28M GAV 20241142016* to 2024unknownHarvesting
C•• S•• X••• L••
805-3386875408
master$28M GAV 202432023 to 20242023Investing
C•• S•• V••• Q••• L••
805-3132956531
feeder$28M GAV 2024302016* to 2024unknownHarvesting
C•• S•• I• Q••• L••
805-3772490675
feeder$26M GAV 2024682017 to 20242017Harvesting
C•• S•• I••• L••
805-5594436041
fund$26M GAV 2024932016* to 2024unknownHarvesting
C•• S•• X••• Q•• L••
805-8469109769
feeder$24M GAV 2024452022 to 20242022Harvesting
C•• S•• X•• L••
805-2415109322
master$21M GAV 202432023 to 20242023Investing
C•• S•• V• L••
805-5009924951
fund$20M GAV 2024902016* to 2024unknownHarvesting
C•• S•• X• L••
805-6578714497
master$19M GAV 202432023 to 20242023Investing
C•• S•• X•• Q•• L••
805-4300489283
feeder$17M GAV 2024502021 to 20242021Investing
C•• S•• I•• L••
805-5623809671
fund$16M GAV 20241122016* to 2024unknownHarvesting
C•• S•• X• Q•• L••
805-8723861780
feeder$16M GAV 2024442019 to 20242019Harvesting
C•• S•• X•• L••
805-2952425382
master$11M GAV 202432023 to 20242023Investing
C•• S•• I• Q•• L••
805-2645423891
feeder$9M GAV 2024612017 to 20242017Harvesting
C•• S•• X•• Q•• L••
805-5637212435
feeder$9M GAV 2024342023 to 20242023Investing
C•• S•••••••• A•••••••• F••• L••
805-5524365500
fund$7M GAV 2024752016* to 2024unknownWinding down
C•• S•• X• Q• L••
805-3132379592
feeder$5M GAV 2024322018 to 20242018Harvesting
C•• S•• X•• Q• L••
805-2306377552
feeder$4M GAV 2024432021 to 20242021Investing
C•• S•• X••• Q• L••
805-8116143375
feeder$4M GAV 2024452022 to 20242022Harvesting
C•• S•• X• Q• L••
805-4569529010
feeder$3M GAV 2024372019 to 20242019Harvesting
S•• S•• X•• Q•• L••
805-8723304228
feeder$2M GAV 2024202023 to 20242023Investing
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
C•• S•• I•• L••
805-5947261950, dropped 2024
fund$657,817 GAV 2023842016* to 2023unknownDropped from ADV
What do they actually own?
0 trusted of 0 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
Properties the manager names on its site
  • P••••••• P•••, Fort Worth, Texas (multifamily) “••• Locked”
  • T•• M•••••• a• D••••••••, San Antonio, Texas (multifamily) “••• Locked”
  • T•• M•••••• a• L••••• V••••, Austin, Texas (multifamily) “••• Locked”
  • C••••••••, Lewisville, Texas (manufactured_housing) “••• Locked”
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • S••••• J•• S••••••• Trustee since 1998-01
  • G••• C•••••• C•••••• Shareholder since 1998-01
  • J••••• H••••• S••••••• Trustee since 1998-01
  • M•••••• E•••• E••••• Chief Investment Officer since 2003-10
  • Z•••••• S•••• S••••••• Trust Beneficiary since 2008-07
  • M•••••• J•••• B••••••••• Shareholder since 2017-01
  • M••• R••• R•••••• Coo/Cco since 2017-03
  • J••••• P•••••• L•••• Shareholder since 2023-01
What is changing?
  • Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Jun 22, 2023 (observed) ••• Locked
  • Vehicle first reported Jun 22, 2023 (observed) ••• Locked
  • Vehicle first reported Jun 22, 2023 (observed) ••• Locked
  • Vehicle first reported Jun 22, 2023 (observed) ••• Locked
  • Vehicle first reported Jun 22, 2023 (observed) ••• Locked
  • Vehicle first reported Jun 22, 2023 (observed) ••• Locked
  • Vehicle first reported Jun 22, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2019 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2019 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2017 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2017 (observed) ••• Locked
  • First ADV filing on the tape Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2016 (observed) ••• Locked
Across DFX

Bridged by shared CRD, CIK or SEC fund id only; the same institution’s PE portfolio companies and its real estate holdings stay on their own graphs.