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Capitalworks Investment Partners LLC (San Diego)


Capitalworks Investment Partners LLC is a large advisory firm based in San Diego. It manages $619.27 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Illinois, and Washington.

Capitalworks Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capitalworks Investment Partners: assets under management

The assets under management (AUM) of Capitalworks Investment Partners LLC is $619.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $619.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capitalworks Investment Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Capitalworks Investment Partners LLC performs its advisory services is located at 402 West Broadway 25 Th Floor, San Diego, CA 92101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-615-1000 or by fax 619-615-1004. The normal business hours are 6 am to 4 pm on Monday - Friday.


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