AUMdb

Swvp Fund Xv Gp, Llc

State-registered Investment Adviser CRD 294633 · SEC file 801-113106 · San Diego, CA · WWW.SWVP.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
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)

EntityTitle / statusSinceSch.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)

FormPeriodSize
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) ↗