| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tsw3, L.P. | Hedge | $256M | $1M |
| Tsw II, L.P. | Hedge | $156.1M | $1M |
| Tsw II Offshore, SPC | Hedge | $28.4M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Fehr Control | Chief Operating Officer/Chief Compliance Officer | Under 5% | 2011 |
| Katharine Caldwell Nevin Control | President/Portfolio Manager | 5-10% | 2021 |
| Lafayette Hardwick Caldwell Control | Chairman | Over 75% | 2021 |
Tsw II Capital Advisors, LLC reports $446.5 million in regulatory assets under management on its Form ADV.
Tsw II Capital Advisors, LLC manages 8 private funds with combined gross assets of $486.6 million.
Tsw II Capital Advisors, LLC reports 8 employees.
Tsw II Capital Advisors, LLC is based in Chattanooga, TN and has been SEC-registered since 2012.
Tsw II Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 736 Market Street, Suite 1400, Chattanooga, TN 37402 |
| Phone | 423-267-1430 |
| Fax | 423-267-5509 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $446.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $446.5M |