SWEENEY ASSET MANAGEMENT, LLC

Overview

Sweeney Asset Management, LLC is a small, fee-based registered investment adviser serving individual and family clients, with an emphasis on discretionary portfolio management and selecting third‑party advisers for client mandates. The firm functions as a capital allocator—constructing and overseeing core portfolios while delegating specific sleeves or strategies to external managers when appropriate. Its stated activity set points to concentrated involvement in exchange‑listed equities and separately managed account (SMA) solutions rather than large institutional mandates. Sweeney does not identify as an active ESG investor and is organized as a limited liability company owned by an individual. Fee arrangements are primarily a percentage of assets under management, supplemented by other fee types for certain services. Client profiles are mostly individuals and family units, and the adviser is not structured as a multi‑state adviser.

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Public Holdings

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Location & Offices