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SFW CAPITAL PARTNERS LP

RYE, NY · CRD 160561 · IAPD ↗ · sfwcap.com · 914-510-8910

$476.8MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
May 2026 — SFW CAPITAL PARTNERS LP reported RAUM down 49% ($929.7M -> $476.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2026 — SFW CAPITAL PARTNERS LP reported RAUM up 85% ($502.0M -> $929.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2025 — SFW CAPITAL PARTNERS LP reported RAUM down 48% ($967.5M -> $502.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — SFW CAPITAL PARTNERS LP shrank from 12 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2024 — SFW CAPITAL PARTNERS is now doing business as SFW CAPITAL PARTNERS LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.