SSW PARTNERS

RIASEC RegisteredEst. 2023

Total AUM

$646M

Discretionary

$646M

100% of AUM

Avg account

$323M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 325761
Registered since: April 14, 2023
Website: sswpartners.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SSW Partners is organized as a limited partnership and operates as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (registration year 2023) and identifies its client base as institutional investors. Its operating roles include acting as a general partner/managing member and as a sponsor for pooled vehicles; the firm is also listed with broker-dealer and sponsor affiliations. Fee arrangements reported include a percentage-of-assets component, fixed fees, and performance-based fees. The firm does not describe itself as an active ESG investor and is not positioned as a pension consultant or broad capital allocator. Ownership is reported as a mix of a domestic entity and individual owners.