SW Investment Management LLC

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Assets, Funds, Holdings

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SW Investment Management LLC
CRD #289857
SEC #801-121009
CIK #0000182482, 0001824821
AUM $651.5 M (2025-03-13)
Employees 1 (100% Investors, 0% Brokers)
Phone773-818-7873
Address
Source [IAPD] [EDGAR]
Total AUM ($M)
70056042028014002011201620212026
CIK Period
0000182482 0001824821
Sector Form 13F Holdings Value ($M)
Ubiquiti Networks Inc 102.9
Skywest Inc 92.7
Amkor Technology Inc 55.6
Garmin Ltd 42.8
Tempur Pedic International Inc 41.5
Parsons Corp 40.6
Airsculpt Technologies Inc 21.7
Palantir Technologies Inc 20.4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF SWIM Partners LP [2017-09-18] 386.9 651.5
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 651.5
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 651.5
By Discretionary
Discretionary 1 651.5
Non-Discretionary 0 0.0
Total 1 651.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 651.5
Total 1 651.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001824821]
SC 13G [0001824821]
Form 13D/13G Filer Form 13D/13G Subject Filed
SW Investment Management LLC Airsculpt Technologies Inc [2023-04-28]
SW Investment Management LLC Joint Corp [2020-09-21]
Comparable Firms State AUM ($B)
Orange Investment Advisors LLC
FL 0.7
Alta Fundamental Advisers LLC
NY 0.7
Newgen Asset Management Limited
0.7
Lodge Hill Capital LLC
NY 0.6
Hunting Hill Global Capital LLC
NY 0.6
Corsair Capital Management LP
NY 0.6
Harvest Management LLC
NY 0.6
Hedonova Advisors LLC
ID 0.6
LyonRoss Capital Management LLC
NY 0.6
Untitled Investments LP
NY 0.6
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