SWS PARTNERS, LLC
CRD #281838 SEC #801-107254 COLUMBUS, OH 614-670-5733
SEC Registered Private Funds
Total AUM
$359.7M
Discretionary
$359.7M
Employees
6
Clients
51
Accounts
559
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $359.7M | $359.7M | $0 | 6 | 0 |
| Jan 2025 | $353.6M | $353.6M | $0 | 5 | 0 |
| Oct 2024 | $353.6M | $353.6M | $0 | 5 | 0 |
| Oct 2024 | $353.6M | $353.6M | $0 | 5 | 0 |
| Apr 2024 | $353.6M | $353.6M | $0 | 5 | 0 |
| Mar 2024 | $353.6M | $353.6M | $0 | 5 | 0 |
| Jan 2024 | $312.5M | $312.5M | $0 | 5 | 0 |
| Nov 2023 | $312.5M | $312.5M | $0 | 5 | 0 |
| Sep 2023 | $312.5M | $312.5M | $0 | 5 | 0 |
| Aug 2023 | $312.5M | $312.5M | $0 | 5 | 0 |
| Aug 2023 | $312.5M | $312.5M | $0 | 5 | 0 |
| Mar 2023 | $312.5M | $312.5M | $0 | 5 | 0 |
| Nov 2022 | $318.4M | $318.4M | $0 | 5 | 0 |
| Apr 2022 | $318.4M | $318.4M | $0 | 5 | 0 |
| Mar 2022 | $318.4M | $318.4M | $0 | 5 | 0 |
| Nov 2021 | $270.2M | $270.2M | $0 | 5 | 0 |
| Sep 2021 | $270.2M | $270.2M | $0 | 5 | 0 |
| May 2021 | $270.2M | $270.2M | $0 | 5 | 0 |
| Mar 2021 | $270.2M | $270.2M | $0 | 5 | 0 |
| Jan 2021 | $211M | $211M | $0 | 5 | 0 |
| Jan 2021 | $211M | $211M | $0 | 5 | 0 |
| Dec 2020 | $211M | $211M | $0 | 5 | 0 |
| Dec 2020 | $211M | $211M | $0 | 5 | 0 |
| Sep 2020 | $211M | $211M | $0 | 5 | 0 |
| Jun 2020 | $211M | $211M | $0 | 5 | 0 |
| Jun 2020 | $211M | $211M | $0 | 5 | 0 |
| Mar 2020 | $211M | $211M | $0 | 5 | 0 |
| Jan 2020 | $184.4M | $184.4M | $0 | 5 | 0 |
| Jul 2019 | $184.4M | $184.4M | $0 | 5 | 0 |
| Mar 2019 | $184.4M | $184.4M | $0 | 5 | 0 |
| Dec 2018 | $167.5M | $167.5M | $0 | 2 | 2 |
| Sep 2018 | $167.5M | $167.5M | $0 | 2 | 2 |
| Mar 2018 | $167.5M | $167.5M | $0 | 2 | 2 |
| Mar 2018 | $167.5M | $167.5M | $0 | 2 | 2 |
| Sep 2017 | $130.7M | $130.7M | $0 | 1 | 200 |
| May 2017 | $130.7M | $130.7M | $0 | 1 | 200 |
| Mar 2017 | $130.7M | $130.7M | $0 | 1 | 200 |
| Jan 2017 | $105M | $95M | $10M | 2 | 250 |
| Nov 2016 | $105M | $95M | $10M | 2 | 250 |
| Sep 2016 | $105M | $95M | $10M | 2 | 250 |
| Aug 2016 | $105M | $95M | $10M | 2 | 250 |
| Mar 2016 | $105M | $95M | $10M | 2 | 250 |
| Feb 2016 | $105M | $95M | $10M | 2 | 250 |
| Feb 2016 | $105M | $95M | $10M | 2 | 250 |
DateMar 2025
Total AUM$359.7M
Discretionary$359.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$353.6M
Discretionary$353.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees2
Clients2
DateSep 2018
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees2
Clients2
DateMar 2018
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees2
Clients2
DateMar 2018
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees2
Clients2
DateSep 2017
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients200
DateMay 2017
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2017
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients200
DateJan 2017
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees2
Clients250
DateNov 2016
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees2
Clients250
DateSep 2016
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees2
Clients250
DateAug 2016
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees2
Clients250
DateMar 2016
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees2
Clients250
DateFeb 2016
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees2
Clients250
DateFeb 2016
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees2
Clients250