SWP Investment Management LLC

Overview

SWP Investment Management LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm reports SEC registration in 2024 and positions itself as an institutional RIA that provides portfolio management services specifically for investment companies. Compensation is charged as a percentage of assets under management. SWP does not identify as an active ESG investor and is not described as a capital allocator. Regulatory and industry relationships include affiliations with other investment advisers, accounting firms, and pension consultants, indicating the firm operates within a network of service providers rather than offering a broad suite of in-house consulting services. Client focus is institutional rather than retail.

Assets & Accounts