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Sw Investment Management LLC

● SEC registered since 2021CRD 289857SEC# 801-121009
Export (members)
Ranks #3,458 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$698.5M
Fund GAV
$698.5M
Private funds
1
Employees
1
Accounts
1
Location

Sw Investment Management LLC assets under management

Sw Investment Management LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $698.5 million in regulatory assets under management and employs 1 people. Sw Investment Management LLC manages 1 private fund with combined gross assets of $698.5 million, including Swim Partners LP. By regulatory assets, it ranks 3,458 of 6,004 private fund managers.

Sw Investment Management LLC private funds

1 funds · $698.5M GAV
FundTypeGross assetsMin.
Swim Partners LPHedge$698.5M$100K

Sw Investment Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Robert White ControlManaging Member And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Sw Investment Management LLC manage?

Sw Investment Management LLC reports $698.5 million in regulatory assets under management on its Form ADV.

How many private funds does Sw Investment Management LLC manage?

Sw Investment Management LLC manages 1 private funds with combined gross assets of $698.5 million.

How many employees does Sw Investment Management LLC have?

Sw Investment Management LLC reports 1 employees.

Does Sw Investment Management LLC disclose fund performance?

Sw Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone773-818-7873
Office hours9:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
CIK182482
Discloses disciplinary historyNo

Regulatory AUM

$698.5M▲ 7%
Mar '25 — $651.5MApr '25 — $651.5MMay '25 — $651.5MJun '25 — $651.5MJul '25 — $651.5MAug '25 — $651.5MSep '25 — $651.5MOct '25 — $651.5MNov '25 — $651.5MDec '25 — $651.5MJan '26 — $651.5MFeb '26 — $651.5MMar '26 — $698.5MApr '26 — $698.5MMay '26 — $698.5MJun '26 — $698.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
AUM vs fund managersTop 58%
Larger than 42% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$698.5Mregulatory AUM
Discretionary $698.5M

Service providers

Auditor
Prime broker
Custodian
Administrator