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| Keyboard |
| SWBC Investment Company
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|---|---|
| CRD # | 140994 |
| SEC # | 801-68054 |
| CIK # | |
| AUM | 256.0 M (2026-03-31) |
| Employees | 33 (52% Investors, 85% Brokers) |
| Fees | |
| Minimum | |
| Phone | 210-376-3279 |
| Address | 9311 San Pedro Avenue San Antonio, TX 78216-4459 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | SWBC CPG Fund I LP | 2023-03-29 | 6.2 M | |
| RE | SWBC RE Fund LP | 2023-03-29 | 123.6 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 19.4 |
| (b) Individuals (high net worth individuals) | 79 | 178.1 |
| (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 | 8 | 6.2 |
| (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 | 16 | 52.2 |
| Total | 494 | 256.0 |
| By Discretionary | ||
| Discretionary | 470 | 197.5 |
| Non-Discretionary | 24 | 58.5 |
| Total | 494 | 256.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.0 | |
| Total | 494 | 256.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity, Real Estate |
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