SSW Partners

RIASEC RegisteredEst. 2023
Total AUM
$646M
Discretionary
$646M
100% of AUM
Avg account
$323M
Accounts
2
Employees
5
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
325761
Registered since
April 14, 2023
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 that operates as a private equity fund adviser. The firm is SEC-registered (since 2023) and serves institutional clients by sponsoring and managing pooled private equity vehicles. Its advisory remit centers on portfolio management for those pooled investment vehicles, with the firm acting as sponsor, general partner, and managing member of the funds it runs. SSW Partners does not report itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Aaron Criddle

    Chief Compliance OfficerCRD 8246048

Contacts

3 of 3
  • Antonio Weiss

    Antonio Weiss

    PartnerCRD 2155625

  • Eric Schwartz

    Eric Schwartz

    Private InvestorCRD 1415319

  • Joshua Steiner

    Joshua Steiner

    PartnerCRD 2625794

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth