CSW Partners, LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 170085
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
CSW Partners, LLC operates as a limited liability company that functions primarily as a capital allocator and selector of other advisers. The firm's model centers on sourcing and allocating client capital to external managers rather than running a large internal discretionary platform. That emphasis on manager selection suggests the firm evaluates third-party investment platforms, implements allocation decisions externally, and relies on those sub-advisers for day-to-day portfolio management. The firm’s publicly reported profile lists its fee structure as “other,” which typically indicates customized or nonstandard billing arrangements rather than simple asset-based fees. CSW Partners, LLC is not identified as an active ESG investor and is not registered as a multi-state adviser. It does not present itself as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Kirk Clothier
Managing Member / Investment Advisor RepresentativeCRD 4481386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 1000 2nd Ave
- Time zone
- PT (UTC-8)
- Office locations
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