TSW II CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$545M
Discretionary
$545M
100% of AUM
Avg account
$60.5M
Accounts
9
Employees
7
Advisory reps
4

Firm details

Headquarters
CHATTANOOGA, Tennessee
CRD number
157380
Registered since
March 21, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TSW II Capital Advisors, LLC is a hedge fund manager organized as a limited liability company and registered with the SEC in 2012. The firm operates primarily as a commodity pool operator/commodity trading advisor and as portfolio manager for pooled investment vehicles, acting in sponsor, general partner and managing member roles for those vehicles. Its client base is institutional, and its compensation combines a percentage-of-assets management fee with performance-based fees consistent with hedge fund economics. The firm reports it does not position itself as an ESG investor and is not listed as a capital allocator; its structure and activity profile emphasize active management of pooled products rather than traditional discretionary advisory relationships for retail households. Investment activity centers on pooled, institutional strategies that span liquid and private markets. Reported allocation interests include private equity, venture capital, commodities, digital currency and oil & gas — indicating a blend of market-facing trading (commodity and crypto exposures) and long-hold private investments (PE/VC and energy). As sponsor and GP to funds, the firm is likely to combine manager selection, direct co-investing and trading execution within its vehicle platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • CHRISTOPHER FEHR

    CCO & COOCRD 6023474

  • MINDY FREEMAN

    Chief Financial OfficerCRD 6023477

Contacts

2 of 2
  • KATHARINE NEVIN

    President & Portfolio ManagerCRD 4424118

  • LAFAYETTE CALDWELL

    ChairmanCRD 1260545

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHATTANOOGA, TN

HAMILTON

Location

CHATTANOOGA, TN

Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area
Chattanooga-Cleveland-Dalton, TN-GA
Region
South
County
HAMILTON
Address
736 Market St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth