Managers/Private equity/Ohio/SWS Partners

SWS Partners

SWS Partners is a private equity manager in Columbus, OH. It is registered with the SEC as an investment adviser with $442.6M in regulatory assets and 6 staff. It has 5 funds on file, the latest reported in August 2023.

Funds on file
5
Raised, all funds
$10.5M
Regulatory assets
$442.6M
Staff
6
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Aug 2023 SWS Alternative Investment Fund V LLC Private equity $1.9M $7M
Aug 2022 SWS Alternative Investment Fund III Private equity $1.6M $4M
Aug 2022 SWS Alternative Investment Fund IV Private equity $1.1M $25M
Jan 2022 SWS Alternative Investment Fund I Private equity $3.9M Not given
Dec 2021 SWS Alternative Investment Fund II LLC Private equity $2.1M $4M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$442.6M
Employees6
Clients89 wealthy individuals, 60 individuals, 6 private funds and 2 companies.
Control personsPhilip, Eugene Kessler, James, Franklin Parker.
Private funds5 private funds holding $9.2M in gross assets.

Private funds it reports

FundTypeGross assets
SWS Alternative Fund I Private equity $2.4M
SWS Alternative Investment Fund II Private equity $2.4M
SWS Alternative Investment Fund V Hedge fund $1.9M
SWS Alternative Investment Fund Iii Real estate $1.8M
SWS Alternative Investment Fund IV Hedge fund $817.4K