Sfw Capital Partners, L.P.
- Regulatory AUM
- $477M
- Discretionary
- $477M
- Clients
- 9
- Avg AUM / client
- $53.0M
- Accounts
- 9
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $477M | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $967M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sfw Capital Partners Fund Ii, Lp | Private Equity Fund | Delaware | $387M | 59 |
| Grove Co Invest, Llc | Private Equity Fund | Delaware | $200M | 18 |
| Sfw Capital Partners Fund Iii A, L.P. | Private Equity Fund | Delaware | $70.0M | 23 |
| Sfw Capital Partners Fund Iii B L.P. | Private Equity Fund | Delaware | $63.1M | 6 |
| Particle Co Invest, L.P. | Private Equity Fund | Delaware | $57.3M | 9 |
| Sfw Capital Partners Fund, L.P. | Private Equity Fund | Delaware | $49.2M | 64 |
| Sfw Capital Partners Fund Ii A, Lp | Private Equity Fund | Delaware | $39.7M | 33 |
| Sfw Capital Partners Coinvestors Ii, L.P. | Private Equity Fund | Delaware | $37.2M | 30 |
| Sfw Pixel Image Holdings, Llc | Private Equity Fund | Delaware | $21.7M | 4 |
| Sfw Particle Co Invest, L.P. | Private Equity Fund | Delaware | $15.9M | 11 |
| Galaxy Co Invest, L.P. | Private Equity Fund | Delaware | $9.9M | 9 |
| Sfw Capital Partners Coinvestors, L.P. | Private Equity Fund | Delaware | $7.1M | 26 |
| Captify Co Invest, L.P. | Private Equity Fund | Delaware | $4.8M | 8 |
| Sfw Galaxy Co Invest, L.P. | Private Equity Fund | Delaware | $3.0M | 22 |
| Sfw Captify Co Invest, L.P. | Private Equity Fund | Delaware | $1.2M | 22 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Freeman, Roger, Cary | Limited Partner | Jul 2005 (21y) | ≈ 0% – 3.75% via Sfw Capital Partners Ugp, Llc | |
| Salice, Thomas, Philip | Limited Partner | Jul 2005 (21y) | 50% – 75% | |
| Testani, Joseph | Chief Compliance Officer & Chief Financial Officer | Nov 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sfw Capital Partners Ugp, Llc | General Partner | Jan 2015 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Freeman, Roger, Cary: 50% – 75% of Sfw Capital Partners Ugp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $967M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sfw Capital Partners Fund Ii, Lp | Private Equity Fund | $387M | $10.0M | 59 |
| Grove Co Invest, Llc | Private Equity Fund | $200M | $10.0M | 18 |
| Sfw Capital Partners Fund Iii A, L.P. | Private Equity Fund | $70.0M | $15.0M | 23 |
| Sfw Capital Partners Fund Iii B L.P. | Private Equity Fund | $63.1M | $15.0M | 6 |
| Particle Co Invest, L.P. | Private Equity Fund | $57.3M | $0 | 9 |
| Sfw Capital Partners Fund, L.P. | Private Equity Fund | $49.2M | $10.0M | 64 |
| Sfw Capital Partners Fund Ii A, Lp | Private Equity Fund | $39.7M | $0 | 33 |
| Sfw Capital Partners Coinvestors Ii, L.P. | Private Equity Fund | $37.2M | $0 | 30 |
| Sfw Pixel Image Holdings, Llc | Private Equity Fund | $21.7M | $0 | 4 |
| Sfw Particle Co Invest, L.P. | Private Equity Fund | $15.9M | $0 | 11 |
| Galaxy Co Invest, L.P. | Private Equity Fund | $9.9M | $0 | 9 |
| Sfw Capital Partners Coinvestors, L.P. | Private Equity Fund | $7.1M | $0 | 26 |
| Captify Co Invest, L.P. | Private Equity Fund | $4.8M | $0 | 8 |
| Sfw Galaxy Co Invest, L.P. | Private Equity Fund | $3.0M | $0 | 22 |
| Sfw Captify Co Invest, L.P. | Private Equity Fund | $1.2M | $0 | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 3.86 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 04/24/2026 | 3.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FEE INCOME FROM PORTFOLIO COMPANIES OF FUND
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗