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SW INVESTMENT MANAGEMENT LLC

· CRD 289857 · IAPD ↗ · 773-818-7873

$698.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — SW INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($438.4M -> $651.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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