SFW CAPITAL PARTNERS LP

RIASEC RegisteredEst. 2012
Total AUM
$477M
Discretionary
$477M
100% of AUM
Avg account
$53M
Accounts
9
Employees
6
Advisory reps
3

Firm details

Headquarters
RYE, New York
CRD number
160561
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SFW Capital Partners LP is a private equity manager organized as a limited partnership and registered with the SEC in 2012. The firm serves institutional clients and focuses on managing pooled investment vehicles, acting as sponsor, general partner and managing member for those funds. Ownership is listed as a combination of a domestic entity and an individual. Its fee model includes asset‑based charges and performance‑linked fees, along with other fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • THOMAS SALICE

    Co-FounderCRD 1569480

  • ROGER FREEMAN

    Co-Founder and PartnerCRD 4605085

  • JOY WILLIAMS

    CRD 6130399

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RYE, NY

WESTCHESTER

Location

RYE, NY

Headquartered in RYE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
22 Elm Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth