SSW PARTNERS
SSW PARTNERS LP Legal Name
Adviser information for SSW PARTNERS last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $783.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $783.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $783.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-127660 |
|---|---|
| SEC ERA File Number | 801-127660 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325761 |
| Legal Entity Identifier | None |
Principal Office
152 WEST 57TH STNEW YORK
NY
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 212 838 8810, Fax: None
Websites
Chief Compliance Officer
PETER VAN DE BEEK
152 WEST 57TH STREET
36TH FLOOR
NEW YORK
NY
United States
Tel:
212-751-4422
P************@**************M
(Full email address available in API data)
Regulatory Contact
JAKE LIEBSCHUTZ
152 WEST 57TH STREET
36TH FLOOR
NEW YORK
NY
United States
Tel:
212 838 8816
J***@**************M
(Full email address available in API data)
Industry Affiliates
| AFW ASSOCIATES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| SSW CEI GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SSW CEI (CN) LP | Private Equity Fund | $783.2M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEISS, ANTONIO, FRANCESCO | Individual | – | PARTNER | 10/2020 | 25-50% |
| STEINER, JOSHUA, LINDER | Individual | – | PARTNER | 10/2020 | 25-50% |
| SCHWARTZ, ERIC, STUART | Individual | – | PARTNER | 10/2020 | 25-50% |
| SSW ADVISORS LLC | Domestic Entity | – | GENERAL PARTNER | 10/2020 | < 5% |
| STEINER, JOSHUA, LINDER | Individual | SSW ADVISORS LLC | MEMBER | 10/2021 | 25-50% |
| SCHWARTZ, ERIC, STUART | Individual | SSW ADVISORS LLC | MEMBER | 10/2021 | 25-50% |
| WEISS, ANTONIO, FRANCESCO | Individual | SSW ADVISORS LLC | MEMBER | 10/2021 | 25-50% |
| vandeBeek, Peter, Tyler | Individual | – | CCO | 04/2023 | < 5% |