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Rsw Investments Holdings, LLC

● SEC registered since 2019CRD 302023SEC# 801-115302Summit, NJ
Export (members)
Reg. AUM
$2.37B
Employees
10
Accounts
1,692
Location
Summit, NJ

Rsw Investments Holdings, LLC assets under management

Rsw Investments Holdings, LLC is a registered investment adviser overseen by the SEC based in Summit, NJ. The firm has been registered since 2019. It reports $2.4 billion in regulatory assets under management and employs 10 people.

Rsw Investments Holdings, LLC owners & executives

8 reported
NameTitleOwnershipSince
Christina Elaine SearsChief Compliance OfficerUnder 5%2019
Gregory John Stumm ControlDirectorUnder 5%2024
Matthew Taylor Werner ControlMember/Director5-10%2009
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Frequently asked questions

How much does Rsw Investments Holdings, LLC manage?

Rsw Investments Holdings, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Rsw Investments Holdings, LLC have?

Rsw Investments Holdings, LLC reports 10 employees.

Where is Rsw Investments Holdings, LLC located?

Rsw Investments Holdings, LLC is based in Summit, NJ and has been SEC-registered since 2019.

Does Rsw Investments Holdings, LLC disclose fund performance?

Rsw Investments Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address47 Maple Street, Suite 304, Summit, NJ 07901
Phone908-273-4311
Fax908-934-9211
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.37B
Non-discretionary$0
Total (RAUM)$2.37B