| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Swbc Cpg Fund I, LP | Private Equity | $4.4M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alejandro G Ireta Control | Chief Operating Officer | Under 5% | 2025 |
| Alejandro G Ireta Control | Chief Compliance Officer | Under 5% | 2023 |
| Charles Epifanio Amato Control | Chairman Of The Board Of Directors | Under 5% | 1991 |
Swbc Investment Company reports $229.2 million in regulatory assets under management on its Form ADV.
Swbc Investment Company manages 1 private funds with combined gross assets of $4.4 million.
Swbc Investment Company reports 28 employees.
Swbc Investment Company is based in San Antonio, TX and has been SEC-registered since 2007.
Swbc Investment Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9311 San Pedro Avenue, Suite 600, San Antonio, TX 78216-4459 |
| Phone | 210-376-3279 |
| Fax | 210-635-1201 |
| Office hours | 8 a.m. To 5 p.m. Ct |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $229.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $229.2M |