Swarthmore Asset Management Ltd

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Swarthmore Asset Management Ltd
CRD #108507
SEC #801-41752
CIK #
AUM 48.6 M (2026-02-25)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone212-741-2300
Address200 West 16th Street, Office 1B
New York, NY 10011
Source [IAPD]
Total AUM ($M)
504030201001999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 8 2.8
(b) Individuals (high net worth individuals) 9 23.6
(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 1 1.9
(h) Charitable organizations 1 0.3
(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 1 1.4
(n) Other 5 18.6
Total 42 48.6
By Discretionary
Discretionary 42 48.6
Non-Discretionary 0 0.0
Total 42 48.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 48.6
Total 42 48.6
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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