BSW Wealth Partners
BSW Wealth Partners is a private equity manager in Boulder, CO. It is registered with the SEC as an investment adviser with $2.2B in regulatory assets and 27 staff. It has 1 fund on file, the latest reported in November 2021.
Funds on file
1
Raised, all funds
None yet
Regulatory assets
$2.2B
Staff
27
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$2.2B
Employees27
Clients330 wealthy individuals, 146 individuals, 9 charities, 9 companies and 7 pension plans.
Control personsElias, Peter Bachmann, Debi, Cecil Baydush, Julie, D Martinez, Nicole, Larraine Murphey, Raliegh, Darin Riddoch, Matthew, Vernon Samek.