SW Investment Management (SWIM) manages investments for a private fund, SWIM Partners LP. SWIM uses a concentrated, long/short strategy, primarily investing in common stocks, but also in preferred stocks, options, debt, and other asset classes. SWIM focuses on companies with small capitalizations or that are misunderstood by the market. SWIM may engage in limited short selling. Investors generally cannot impose investment restrictions on the fund.
Assets Under Management$650M
Clients1
AdvisorsN/A
Avg. per Client$650M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
SWIM also receives an incentive allocation of 17.5% of new investment profits above a 10% annual hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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