SWS Partners LLC

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SWS Partners LLC ✚
CRD #	281838
SEC #	801-107254
CIK #	0001731731
AUM	442.6 M (2026-06-29)
Employees	6 (83% Investors, 0% Brokers)
Phone	614-670-5733
Address	230 West Street Columbus, OH 43215
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	12.8
	Alphabet Inc	10.3
	Guardant Health Inc	7.3
	Natera Inc	5.9
	Ciena Corp	5.8
	Corning Inc /NY	5.8
	Okta Inc	5.7
	Marvell Technology Inc	5.5
	Purecycle Technologies Inc	5.3
	Square Inc	5.3
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
PE	SWS Alternative Investment Fund VII	2026-06-29		0.7 M
PE	SWS Alternative Investment Fund VI LLC	2026-03-30		0.8 M
PE	SWS Alternative Investment Fund V LLC Series C	2026-03-30		0.5 M
PE	SWS Alternative Investment Fund V LLC Series B	[2025-01-06]	1.9 M	0.8 M
	Offered $7,000,000 · Filed 2023-08-23 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $5,100,000 · Duration One year or less · Revenue Decline to Disclose
PE	SWS Alternative Investment Fund IV	[2024-03-28]	1.1 M	2.3 M
	Offered $25,000,000 · Filed 2022-08-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining $23,900,000 · Duration More than one year · Revenue No Revenues
PE	SWS Alternative Investment Fund V LLC	[2024-03-28]	1.9 M	1.8 M
	Offered $7,000,000 · Filed 2023-08-23 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $5,100,000 · Duration One year or less · Revenue Decline to Disclose
PE	SWS Alternative Investment Fund III	[2023-03-17]	1.6 M	1.4 M
	Offered $4,000,000 · Filed 2022-08-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $2,450,000 · Duration More than one year · Revenue No Revenues
HF	SWS Alternative Investment Fund IV	[2023-03-17]	1.1 M	0.9 M
	Offered $25,000,000 · Filed 2022-08-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining $23,900,000 · Duration More than one year · Revenue No Revenues
PE	SWS Alternative Investment Fund II	[2022-03-28]	2.1 M	1.6 M
	Offered $4,000,000 · Filed 2021-12-14 (D) · Exemption 506(b) · Minimum $250,000 · Remaining $1,900,000 · Duration More than one year · Revenue Decline to Disclose
PE	SWS Alternative Fund I	2020-09-23		2.4 M
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	60	25.7
(b) Individuals (high net worth individuals)	89	373.0
(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	6	10.8
(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	2	33.0
(n) Other	0	0.0
Total	519	442.6
By Discretionary
Discretionary	519	442.6
Non-Discretionary	0	0.0
Total	519	442.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		442.6
Total	519	442.6

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Philip Kessler	Director, Executive Officer	8	2
Benton Bodamer	Director	2	2

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001731731]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity, Real Estate

Comparable Firms	State	AUM
Pin Oak Investment Advisors Inc ✚	TX	784.8 M
Westwood Advisors LLC ✚	TX	749.5 M
Diesslin Group Inc ✚	TX	696.3 M
Verdis Investment Management LLC ✚	PA	497.0 M
Audent Global Asset Management LLC ✚	CA	452.3 M
Vinci Partners USA LLC ✚	NY	327.0 M
Broyhill Asset Management LLC ✚	NC	204.5 M
FEG Curio Investment Partners LLC ✚	OH	195.3 M
Taverik Capital LLC ✚	SC	97.5 M
EXOS Asset Management LLC ✚	NY	1.9 M

SWS Partners LLC

Assets, Funds, Holdings