| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sws Alternative Fund I | Private Equity | $2.4M | $250K |
| Sws Alternative Investment Fund V LLC | Private Equity | $1.9M | $250K |
| Sws Alternative Investment Fund II | Private Equity | $1.6M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| James Franklin Parker Control | Managing Partner | Under 5% | 2015 |
| Kessler Wealth Advisors LLC Control | Managing Member | Over 75% | 2021 |
| Kristin Lynne Prieur | Chief Compliance Officer | Under 5% | 2024 |
Sws Partners, LLC reports $359.7 million in regulatory assets under management on its Form ADV.
Sws Partners, LLC manages 6 private funds with combined gross assets of $9.5 million.
Sws Partners, LLC reports 6 employees.
Sws Partners, LLC is based in Columbus, OH and has been SEC-registered since 2016.
Sws Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 230 West Street, Suite 500, Columbus, OH 43215 |
| Phone | 614-670-5733 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $359.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $359.7M |