Swbc Investment Company
● SEC registered since 2007CRD 140994SEC# 801-68054San Antonio, TX
Ranks #4,799 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$256M
Fund GAV
$6.2M
Private funds
1
Employees
33
Accounts
494
Location
San Antonio, TX
Swbc Investment Company assets under management
Swbc Investment Company operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2007. It reports $256 million in regulatory assets under management and employs 33 people. Swbc Investment Company manages 1 private fund with combined gross assets of $6.2 million, including Swbc Cpg Fund I, LP. By regulatory assets, it ranks 4,799 of 6,004 private fund managers.
Swbc Investment Company private funds
1 funds · $6.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Swbc Cpg Fund I, LP | Private Equity | $6.2M | $25K |
Swbc Investment Company owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alejandro G Ireta Control | Chief Operating Officer | Under 5% | 2025 |
| Alejandro G Ireta Control | Chief Compliance Officer | Under 5% | 2023 |
| Charles Epifanio Amato Control | Chairman Of The Board Of Directors | Under 5% | 1991 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Swbc Investment Company manage?
Swbc Investment Company reports $256 million in regulatory assets under management on its Form ADV.
How many private funds does Swbc Investment Company manage?
Swbc Investment Company manages 1 private funds with combined gross assets of $6.2 million.
How many employees does Swbc Investment Company have?
Swbc Investment Company reports 33 employees.
Where is Swbc Investment Company located?
Swbc Investment Company is based in San Antonio, TX and has been SEC-registered since 2007.
Does Swbc Investment Company disclose fund performance?
Swbc Investment Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9311 San Pedro Avenue, Suite 600, San Antonio, TX 78216-4459 |
| Phone | 210-376-3279 |
| Fax | 210-635-1201 |
| Office hours | 8 a.m. To 5 p.m. Ct |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$256M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
AUM vs fund managersTop 80%
Larger than 20% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$256Mregulatory AUM
Discretionary $197.5MNon-discretionary $58.5M
Service providers
Auditor