Sws Partners, LLC
● SEC registered since 2016CRD 281838SEC# 801-107254Columbus, OH
Ranks #4,066 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$442.6M
Fund GAV
$12.4M
Private funds
9
Employees
6
Accounts
519
Location
Columbus, OH
Sws Partners, LLC assets under management
Sws Partners, LLC operates as an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2016. It reports $442.6 million in regulatory assets under management and employs 6 people. Sws Partners, LLC manages 9 private funds with combined gross assets of $12.4 million, including Sws Alternative Fund I. By regulatory assets, it ranks 4,066 of 6,004 private fund managers.
Sws Partners, LLC private funds
9 funds · $12.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sws Alternative Fund I | Private Equity | $2.4M | $250K |
| Sws Alternative Investment Fund IV | Private Equity | $2.3M | $250K |
| Sws Alternative Investment Fund V LLC | Private Equity | $1.8M | $250K |
| Sws Alternative Investment Fund II | Private Equity | $1.6M | $250K |
| Sws Alternative Investment Fund III | Private Equity | $1.4M | $250K |
| Sws Alternative Investment Fund V LLC Series B | Private Equity | $850K | $250K |
| Sws Alternative Investment Fund VI LLC | Private Equity | $850K | $250K |
| Sws Alternative Investment Fund VII | Private Equity | $720K | $250K |
| Sws Alternative Investment Fund V LLC Series C | Private Equity | $500K | $50K |
Sws Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Franklin Parker Control | Managing Partner | Under 5% | 2015 |
| Kessler Wealth Advisors LLC Control | Managing Member | Over 75% | 2021 |
| Kristin Lynne Prieur | Chief Compliance Officer | Under 5% | 2024 |
| Philip Eugene Kessler Control | Managing Partner | Under 5% | 2015 |
| James Franklin Parker Control | Managing Partner | 50-75% | 2021 |
| Philip Eugene Kessler Control | Managing Partner | 50-75% | 2021 |
Frequently asked questions
How much does Sws Partners, LLC manage?
Sws Partners, LLC reports $442.6 million in regulatory assets under management on its Form ADV.
How many private funds does Sws Partners, LLC manage?
Sws Partners, LLC manages 9 private funds with combined gross assets of $12.4 million.
How many employees does Sws Partners, LLC have?
Sws Partners, LLC reports 6 employees.
Where is Sws Partners, LLC located?
Sws Partners, LLC is based in Columbus, OH and has been SEC-registered since 2016.
Does Sws Partners, LLC disclose fund performance?
Sws Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 230 West Street, Suite 500, Columbus, OH 43215 |
| Phone | 614-670-5733 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$442.6M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
AUM vs fund managersTop 68%
Larger than 32% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$442.6Mregulatory AUM
Discretionary $442.6M