SWP INVESTMENT MANAGEMENT LLC

Overview

SWP Investment Management LLC is a limited liability company that registered with the SEC in 2024 and positions itself as an institutional adviser. Its stated advisory activity is portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. The firm is owned by an individual and is categorized as unclassified in the available data. SWP does not identify as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator. It is not listed as a pension consultant in its primary profile, though its industry affiliations include relationships with other investment advisers, an accounting firm, and a pension consultant. The firm is not reported to be a related adviser.

Assets & Accounts