SW Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 289857
- Registered since
- April 29, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SW Investment Management LLC is an SEC‑registered hedge fund manager that runs pooled investment vehicles for institutional clients. Structurally a limited liability company owned by an individual, the firm has been registered with the SEC since 2021 and charges a combination of percentage‑of‑AUM and performance‑based fees. Its advisory focus centers on portfolio management for pooled funds rather than acting as a capital allocator or providing pension consulting. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Stephen White
FounderCRD 3202863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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