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| Keyboard |
| RSW Investments Holdings LLC
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|---|---|
| CRD # | 302023 |
| SEC # | 801-115302 |
| CIK # | |
| AUM | 2,297.5 M (2026-03-05) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 908-273-4311 |
| Address | 47 Maple Street Summit, NJ 07901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 530 | 0.3 |
| (b) Individuals (high net worth individuals) | 882 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,632 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,632 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,632 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,632 | 2.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.3B |
| Serves | Institutional, Retail |
| LEI | 254900MPRB423JQ0GZ94 |
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|---|---|---|
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|
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|
EFG Private Wealth Management Americas Corp
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AGP / Alliance Global Partners LLC
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CT | 2,300.1 M |
|
T Rowe Price Singapore Private Ltd
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|
2,297.1 M | |
|
CornerStone Management Inc
✚
|
GA | 2,286.3 M |
|
Fidelis Capital Partners LLC
✚
|
FL | 2,284.4 M |
|
Sellwood Investment Partners LLC
✚
|
OR | 2,282.7 M |