# CAPITALWORKS INVESTMENT PARTNERS LLC

CAPITALWORKS INVESTMENT PARTNERS LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108548
- Type: SEC-registered investment adviser
- SEC file number: 801-56584
- Location: 402 WEST BROADWAY 25TH FLOOR, SAN DIEGO, CA, 92101
- Phone: 619-615-1000
- Latest filing: 2007-03-01
- Regulatory AUM: $619.3M
- Discretionary AUM: $619.3M
- Clients: 11
- Accounts: 14

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WYLIE JOHN DAVID | CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER; PARTNER-PORTFOLIO MANAGER | — |
| MARSHALL JACK CULLUM | PARTNER-PORTFOLIO MANAGER | — |
| CORRENTI MARK JOSEPH | PARTNER-DIRECTOR OF CLIENT SERVICES | — |
| APPLEGATE KENNETH PALMER | PARTNER/PORTFOLIO MANAGER | — |
| GARCIA DONOVAN TIMOTHY | PARTNER-PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108548/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108548/similar
- Related entities: https://search.stillhousedata.com/firm/108548/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108548

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.