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SW INVESTMENT MANAGEMENT LLC
CRD 289857 · SEC 801-121009
CO, United States
Phone
773-818-7873
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$698.5M
Discretionary AUM
$698.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $698.5M |
States served
CO
Official SEC filing: View on IAPD