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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SWBC Investment Company
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|---|---|
| CRD # | 140994 |
| SEC # | 801-68054 |
| CIK # | |
| AUM | $229.2 M (2025-03-31) |
| Employees | 28 (68% Investors, 86% Brokers) |
| Phone | 210-376-3279 |
| Address | 9311 San Pedro Avenue San Antonio, TX 78216-4459 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SWBC CPG Fund I LP | 2023-03-29 | 4.4 | |
| RE | SWBC RE Fund LP | 2023-03-29 | 123.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 16.6 |
| (b) Individuals (high net worth individuals) | 72 | 159.5 |
| (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 | 4.4 |
| (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 | 17 | 48.6 |
| Total | 406 | 229.2 |
| By Discretionary | ||
| Discretionary | 406 | 229.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 229.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.2 | |
| Total | 406 | 229.2 |
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|---|---|---|
|
Ridgeview Asset Management Partners LLC
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|
CT | 0.3 |
|
ACP Capital Management LLC
✚
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FL | 0.2 |
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PA | 0.2 |
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Pactolus Private Wealth Management LLC
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VA | 0.2 |
|
Cain Capital LLC
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TX | 0.2 |
|
Corps Capital Advisors LLC
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TX | 0.1 |
|
Matrix Planning Inc
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|
CA | 0.1 |
|
Optimal Capital Advisors LLC
✚
|
MI | 0.1 |
|
Alpha Fiduciary Inc
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AZ | 0.1 |
|
Birnam Wood Capital LLC
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TX | 0.1 |