TSW II CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- CHATTANOOGA, Tennessee
- CRD number
- 157380
- Registered since
- March 21, 2012
- Website
- www.tswmanagement.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TSW II Capital Advisors, LLC is a hedge fund manager organized as a limited liability company and registered with the SEC in 2012. The firm operates primarily as a commodity pool operator/commodity trading advisor and as portfolio manager for pooled investment vehicles, acting in sponsor, general partner and managing member roles for those vehicles. Its client base is institutional, and its compensation combines a percentage-of-assets management fee with performance-based fees consistent with hedge fund economics. The firm reports it does not position itself as an ESG investor and is not listed as a capital allocator; its structure and activity profile emphasize active management of pooled products rather than traditional discretionary advisory relationships for retail households. Investment activity centers on pooled, institutional strategies that span liquid and private markets. Reported allocation interests include private equity, venture capital, commodities, digital currency and oil & gas — indicating a blend of market-facing trading (commodity and crypto exposures) and long-hold private investments (PE/VC and energy). As sponsor and GP to funds, the firm is likely to combine manager selection, direct co-investing and trading execution within its vehicle platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2CHRISTOPHER FEHR
CCO & COOCRD 6023474
MINDY FREEMAN
Chief Financial OfficerCRD 6023477
Contacts
2 of 2KATHARINE NEVIN
President & Portfolio ManagerCRD 4424118
LAFAYETTE CALDWELL
ChairmanCRD 1260545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHATTANOOGA, TN
HAMILTON
Location
CHATTANOOGA, TN
Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- HAMILTON
- Address
- 736 Market St
- Time zone
- CT (UTC-6)
- Office locations
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