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Swp Investment Management LLC

● SEC registered since 2024CRD 331314SEC# 801-130403Independence, OH
Export (members)
Reg. AUM
$84.1M
Employees
6
Accounts
1
Location
Independence, OH

Swp Investment Management LLC assets under management

Swp Investment Management LLC operates as an SEC-registered investment adviser based in Independence, OH. The firm has been registered since 2024. It reports $84.1 million in regulatory assets under management and employs 6 people.

Swp Investment Management LLC owners & executives

6 reported
NameTitleOwnershipSince
Anthony A ZabiegalaShareholder5-10%2024
Mark M Tepper ControlManaging Member & Chief Executive Officer25-50%2024
Matthew Allen BuresChief Compliance Officer5-10%2024
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Frequently asked questions

How much does Swp Investment Management LLC manage?

Swp Investment Management LLC reports $84.1 million in regulatory assets under management on its Form ADV.

How many employees does Swp Investment Management LLC have?

Swp Investment Management LLC reports 6 employees.

Where is Swp Investment Management LLC located?

Swp Investment Management LLC is based in Independence, OH and has been SEC-registered since 2024.

Does Swp Investment Management LLC disclose fund performance?

Swp Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5005 Rockside Road, Suite 1200, Independence, OH 44131
Phone216-800-9000
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$84.1M
Non-discretionary$0
Total (RAUM)$84.1M