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To view our current investment offerings, you must be an accredited or qualified investor, family office, or institutional investor. Please complete the self-certification form below and an email will follow with a guest login.

Questions? Contact Us.

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REQUIRED INFORMATION

I. ACCREDITED INVESTOR

Please check ALL that apply

You are a natural person who has an individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase (exclusive of the value of such person’s (or persons’) primary residence)
You are a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year
You are a bank, insurance company, registered investment company, business development company, or small business investment company;
You are an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million
You are a charitable organization, corporation, or partnership with assets exceeding $5 million
You are a business in which all the equity owners are accredited investors
You are a trust with assets in excess of $5 million, not formed to acquire the securities offered whose purchases a sophisticated person makes.

Please confirm that by checking at least one of the above you are certifying that you are an ACCREDITED investor in accordance with Rule 506 of Regulation D.

YesNo

II. QUALIFIED INVESTOR

Please check ALL that apply

You are a natural person who or a company that has or expects to have at least $1,000,000 under the management of the investment adviser.
You are a natural person who has a net worth, or joint net worth with the person’s spouse, that exceeds $2 million at the time of purchase (exclusive of the equity value and debt liability of such person’s (or persons’) primary residence.

Please confirm that by checking at least one of the above you are certifying that you are a QUALIFIED investor in accordance with Rule 205-3 under the Investment Advisors Act of 1940.

YesNo

III. QUALIFIED PURCHASER

Please check ALL that apply

1(a)

You are a natural person (including a person who will hold a joint, community property, or other similar shared ownership interest in the Fund with that person’s qualified purchaser spouse)¹ who owns $5,000,000 or more in Investments². In making this determination, subtract the amount of any outstanding indebtedness incurred to make the Investments².
1(b)

You (i) are a "company"³ that owns $5,000,000 or more in Investments² and that is owned directly or indirectly by or for two or more natural persons who are related as siblings or spouse (including former spouses), or direct lineal descendants by birth or adoption, spouses of such persons, the estates of such persons, or foundations, charitable organizations, or trusts established by or for the benefit of such persons (a "Family Company"), (ii) are not a "company" that is excluded from the definition of "qualified purchaser" under the Investment Company Act and the rules and regulations thereunder because of Section 2(a)(51)(C) of the Investment Company Act, [1] and (iii) were not formed for the specific purpose of investing in the Partnership. In making this determination, subtract the amount of any outstanding indebtedness incurred by the Family Company or any of its owners to make the Investments² held by the Family Company.
1(c)

You are a trust (i) that is not covered by Statement 1(b) that was not formed for the specific purpose of acquiring the Interest, (iii) whose trustee or other person authorized to make decisions with respect to the trust and each settlor or other person who has contributed assets to the trust is a Qualified Purchaser (as described in Statements 1(a), (b) or (d)), and (iv) that is not excluded from the definition of "qualified purchaser" under the Investment Company Act and the rules and regulations thereunder because of Section 2(a)(51)(C) of the Investment Company Act In making this determination, subtract the amount of any outstanding indebtedness incurred to make the Investments.
1(d)

[2] You (i) are acting for your own account or the accounts of other Qualified Purchasers, [3] (ii) in the aggregate, owns and invests on a discretionary basis $25,000,000 or more in Investments, (iii) are not a "company" that is excluded from the definition of "qualified purchaser" under the Investment Company Act and the rules and regulations thereunder because of Section 2(a)(51)(C) of the Investment Company Act, and (iv) were not formed for the specific purpose of acquiring the Interest. In making this determination, subtract the amount of any outstanding indebtedness incurred to make the Investments.
1(e)

You (i) are a "Qualified Institutional Buyer" within the meaning of paragraph (a) of Rule 144A of the Securities Act of 1933, as amended ("Rule 144A"), acting for its own account, [4] the account of another Qualified Institutional Buyer, or the account of a Qualified Purchaser, and (ii) if the you are a dealer described in paragraph (a)(1)(ii) of Rule 144A, you own and invest on a discretionary basis at least $25,000,000 in securities of issuers that are not affiliated persons of you. In making these determinations, you must subtract the amount of any outstanding indebtedness incurred to make the Investments².
For entity investors with securities holders

Each beneficial owner of your securities is a Qualified Purchaser, as described in Statements 1(a), (b), (c), (d) and (e) above.

Footnotes and Definitions

Occasionally CWS may offer investment opportunities for Qualified Purchasers. If you are interested in learning more about these opportunities and meet the qualified purchaser standards, please confirm by checking at least one of the statements above and selecting Yes.

YesNo

IV. COMMENTS

Comments? Questions? Referral? Please tell us if you were referred by an existing investor or if you are associated with a registered broker dealer or RIA.

_{CWS Capital Partners is an SEC registered investment adviser. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. Please contact us to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.}

CWS Capital Partners LLC
14 Corporate Plaza, Suite 210
Newport Beach, CA 92660
Contact Us

P 800.466.0020
F 949.640.4931
E InvestorRelations@cwscapital.com

Investment opportunities offered by CWS Capital Partners LLC are through an affiliated entity, CWS Investments. CWS Investments is a registered Broker Dealer, member FINRA, SIPC.
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