Ssw Partners Lp
- Regulatory AUM
- $646M
- Discretionary
- $646M
- Clients
- 2
- Avg AUM / client
- $323M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $646M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $783M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ssw Cei (Cn) Lp | Private Equity Fund | Canada | $783M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schwartz, Eric, Stuart | Partner | Oct 2020 (6y) | 25% – 50% | |
| Steiner, Joshua, Linder | Partner | Oct 2020 (6y) | 25% – 50% | |
| Weiss, Antonio, Francesco | Partner | Oct 2020 (6y) | 25% – 50% | |
| Terenzio, Susan, Lynn | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ssw Advisors Llc | General Partner | Oct 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (1, $783M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ssw Cei (Cn) Lp | Private Equity Fund | $783M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.31 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
- • Fixed fees
- • Performance-based fees
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 08, 2026.
View current Form ADV (SEC/IAPD) ↗