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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

TypeClientsAUM
Pooled investment vehicles1$698.5M

States served

CO

Official SEC filing: View on IAPD