SWVP FUND XVI GP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
294638
Registered since
April 30, 2018
Website
swvp.com

Firm profile

FINTRX

Overview

Swvp Fund Xvi Gp, LLC is a domestic limited liability company that registered with the SEC in 2018 and operates as an adviser/sponsor and general partner that serves as the managing member of pooled investment vehicles. The entity is classified as an unclassified adviser and is not described as a capital allocator or a multi-state adviser. Its disclosed activity centers on acting as a vehicle sponsor and GP rather than running a broad retail advisory platform; the firm’s business activity is oriented toward managing pooled structures and arranging investment exposures through those vehicles. Investment emphasis is on private-market strategies, with explicit allocations into private equity and real estate. The firm is not identified as an active ESG investor. Fee structure, client segmentation and typical account types are not published for the entity, which aligns with its role as a sponsor/GP where capital commitments and economics are often captured at the fund level rather than as traditional advisory AUM.

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
  • Mayra Mariscal

    Chief Compliance OfficerCRD 7113573

Contacts

2 of 2
  • CARY MACK

    ManagerCRD 1768188

  • MARK SCHLOSSBERG

    ManagerCRD 6030119

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
12770 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth