SW ASSET MANAGEMENT LLC
CRD #155393 SEC #802-106552 MIRAMAR, FL 954-907-6517
State Registered Exempt Reporting Private Funds
Total AUM
$129.6M
Discretionary
$129.6M
Employees
1
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $399.4M | $399M | $407.8K | 7 | 1 |
| Aug 2014 | $373.1M | $373.1M | $0 | 9 | 1 |
| Mar 2014 | $373.1M | $373.1M | $0 | 9 | 1 |
| Mar 2013 | $296.3M | $296.3M | $0 | 8 | 1 |
| Mar 2012 | $129.6M | $129.6M | $0 | 1 | 1 |
| Mar 2011 | $20.3M | $20.3M | $0 | 5 | -- |
| Mar 2011 | $16.7M | $16.7M | $0 | 5 | -- |
| Oct 2010 | $3.4M | $3.4M | $0 | 5 | -- |
DateMar 2015
Total AUM$399.4M
Discretionary$399M
Non-Disc.$407.8K
Employees7
Clients1
DateAug 2014
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2014
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2013
Total AUM$296.3M
Discretionary$296.3M
Non-Disc.$0
Employees8
Clients1
DateMar 2012
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$3.4M
Discretionary$3.4M
Non-Disc.$0
Employees5
Clients--