SFW Capital Partners LP

RIASEC RegisteredEst. 2012
Total AUM
$477M
Discretionary
$477M
100% of AUM
Avg account
$53M
Accounts
9
Employees
6
Advisory reps
2

Firm details

Headquarters
Rye, New York
CRD number
160561
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SFW Capital Partners LP is a limited partnership and SEC-registered private equity manager (registered in 2012) that chiefly runs and advises pooled investment vehicles for institutional clients. The firm identifies as a sponsor, general partner and managing member of its funds and conducts portfolio management for those pooled vehicles rather than acting as a separate capital allocator. Ownership is listed as a combination of a domestic entity and an individual. Fee arrangements include a percentage-of-assets component plus performance-based fees and other fee structures typical of private equity sponsors. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Thomas Salice

    Co-FounderCRD 1569480

  • Roger Freeman

    Roger Freeman

    Co-Founder and PartnerCRD 4605085

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Rye, NY

Westchester

Location

Rye, NY

Headquartered in Rye, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
22 Elm Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth