SW Investment Management LLC
RIASEC RegisteredEst. 2021
Total AUM
$699M
Discretionary
$699M
100% of AUM
Avg account
$699M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289857
- Registered since
- April 29, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SW Investment Management LLC is an SEC-registered hedge fund formed as an LLC in 2021 that serves institutional clients. The firm provides portfolio management for pooled investment vehicles and charges both an asset-based fee and performance fees. It is owned by an individual and does not operate as a capital allocator or related adviser. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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 1Stephen White
FounderCRD 3202863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Iron Path Capital, L.P.
RIACharlottesville, VA
AUM $699MTEAM 18REPS 3
Grey Fox Wealth Advisors, LLC
RIARockland, DE
AUM $699MTEAM 11REPS 11
Lafise Global Advisors LLC
RIAMiami, FL
AUM $699MTEAM 3REPS 1
Ikarian Capital
RIADallas, TX
AUM $698MTEAM 8REPS 6
Acadian Asset Management
RIASingapore
AUM $698MTEAM 17REPS 7
Aberdeen Wealth Management LLC
RIALake Bluff, IL
AUM $699MTEAM 4REPS 2