Swp Investment Management LLC
● SEC registered since 2024CRD 331314SEC# 801-130403Independence, OH
Reg. AUM
$138.4M
Employees
5
Accounts
1
Location
Independence, OH
Swp Investment Management LLC assets under management
Swp Investment Management LLC operates as an SEC-registered investment adviser based in Independence, OH. The firm has been registered since 2024. It reports $138.4 million in regulatory assets under management and employs 5 people.
Swp Investment Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony A Zabiegala | Shareholder | 5-10% | 2024 |
| Mark M Tepper Control | Managing Member & Chief Executive Officer | 25-50% | 2024 |
| Matthew Allen Bures | Chief Compliance Officer | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Swp Investment Management LLC manage?
Swp Investment Management LLC reports $138.4 million in regulatory assets under management on its Form ADV.
How many employees does Swp Investment Management LLC have?
Swp Investment Management LLC reports 5 employees.
Where is Swp Investment Management LLC located?
Swp Investment Management LLC is based in Independence, OH and has been SEC-registered since 2024.
Does Swp Investment Management LLC disclose fund performance?
Swp Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5005 Rockside Road, Suite 1200, Independence, OH 44131 |
| Phone | 216-800-9000 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.4M▲ 65%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$138.4Mregulatory AUM
Discretionary $138.4M