| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Capitalworks IV, L.P. | Private Equity | $221M | $250K |
| Short Vincent Partners III, L.P. | Private Equity | $41.4M | $100K |
| Cwi Fund V, L.P. | Private Equity | $27M | $125K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Mikel Byron Harding Control | Chief Financial Officer, Chief Compliance Officer | Under 5% | 2012 |
| Richard Rings Hollington Control | Chairman | Under 5% | 2023 |
| William Todd Martin Control | Chief Executiive Officer And President | Over 75% | 2023 |
Capitalworks, LLC reports $293.4 million in regulatory assets under management on its Form ADV.
Capitalworks, LLC manages 4 private funds with combined gross assets of $293.4 million.
Capitalworks, LLC reports 8 employees.
Capitalworks, LLC is based in Cleveland, OH and has been SEC-registered since 2017.
Capitalworks, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1100 Superior Ave., Suite 1725, Cleveland, OH 44114 |
| Phone | 216-781-3233 |
| Fax | 216-781-6670 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $293.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $293.4M |