TSW II Capital Advisors, LLC
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 157380
- Registered since
- March 21, 2012
- Website
- www.tswii.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TSW II Capital Advisors, LLC is a SEC-registered hedge fund manager formed in 2012 and organized as an LLC. It focuses on managing pooled investment vehicles and operates in roles typical for alternative managers — acting as sponsor, general partner, and managing member of its funds. The firm is set up to serve institutional clients and structures fees as a percentage of assets under management combined with performance-based fees. Its regulatory and operational profile identifies it as a commodity pool operator/commodity trading advisor (CPO/CTA) that provides portfolio management for pooled investment vehicles. The adviser does not self-identify as a capital allocator, is not an active ESG investor, and is single-state in registration.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Christopher 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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