SWVP FUND XXIII GP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
324682
Website
swvp.com

Firm profile

FINTRX

Overview

Swvp Fund Xxiii Gp LLC is organized as a limited liability company that functions in sponsor and general partner roles, and as a managing member of pooled investment vehicles. Public details do not classify it within traditional RIA categories; its classification is listed as unclassified. The entity is identified as a domestic ownership structure with individual involvement. It does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not a multi-state or newly formed adviser in the available data. Regulatory and fee details are not provided in the source material, and the firm’s SEC registration year is unspecified. The activity and affiliation tags emphasize fund sponsorship and GP/manager responsibilities rather than retail advisory or pension consulting services.

Assets & Accounts

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
  • MARK SCHLOSSBERG

    ManagerCRD 6030119

  • CARY MACK

    ManagerCRD 1768188

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth