Swvp Fund Xv Gp, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mullard, David | Trustee | Nov 2001 (25y) | GP / trustee / elected manager of Mullard Family Living Trust (indirect) | |
| Nathan, James, T | Manager | Apr 2009 (17y) | GP / trustee / elected manager of Jimmy T Llc (indirect) | |
| Christensen, Casey | Manager | Jun 2009 (17y) | GP / trustee / elected manager of Ckc Holdings Llc (indirect) | |
| Mack, Cary, P | Authorized Representative | Feb 2010 (17y) | ≈ 14.06% – 50% via Cisp, Llc | |
| Schlossberg, Mark, Aaron | Authorized Representative | Feb 2010 (17y) | Less than 5% | |
| Mariscal, Mayra, Karina | Chief Compliance Officer | Dec 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Southwest Value Partners | Member And Manager | Feb 2010 | A | 75% or more |
| Arcadia Capital Partners Llc | Member And Manager | Feb 2010 | A | 10% – 25% |
| Mullard Family Living Trust | Member | Nov 2001 | B | 75% or more of Mlt Properties Llc (indirect) |
| Mas Limited Partners Ii, Lp | Member | Jan 2014 | B | ≈ 18.75% – 50% via Southwest Value Partners |
| Cisp, Llc | Member | Oct 2012 | B | ≈ 18.75% – 50% via Southwest Value Partners |
| Jimmy T Llc | Member | Feb 2010 | B | ≈ 2.5% – 12.5% via Arcadia Capital Partners Llc |
| Ckc Holdings Llc | Member | Feb 2010 | B | ≈ 2.5% – 12.5% via Arcadia Capital Partners Llc |
| Mlt Properties Llc | Manager | Feb 2010 | B | GP / trustee / elected manager of Arcadia Capital Partners Llc (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mack, Cary, P: 75% – 100% of Cisp, Llc × 25% – 50% of Southwest Value Partners × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Mas Limited Partners Ii, Lp: 25% – 50% of Southwest Value Partners × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Cisp, Llc: 25% – 50% of Southwest Value Partners × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Jimmy T Llc: 25% – 50% of Arcadia Capital Partners Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Ckc Holdings Llc: 25% – 50% of Arcadia Capital Partners Llc × 10% – 25% direct ≈ 2.5% – 12.5% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 814 KB | 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
Not reported.
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗