# SFW Capital Partners LP

> SFW Capital Partners LP is an SEC-registered investment advisory firm in Rye, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 160561
- Filed as: SFW CAPITAL PARTNERS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rye, NY
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160561
- AdvisorCensus page: https://advisorcensus.com/firm/sfw-capital-partners-lp-rye-ny-160561

## Quick answers

**How is SFW Capital Partners LP compensated?**
On its Form ADV (Item 5.E, October 2026), SFW Capital Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is SFW Capital Partners LP located?**
SFW Capital Partners LP's principal office is in Rye, NY, according to its Form ADV.

**Is SFW Capital Partners LP registered with the SEC or a state?**
SFW Capital Partners LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160561.

**How much does SFW Capital Partners LP manage?**
SFW Capital Partners LP reports $476,848,727 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**How have SFW Capital Partners LP's assets and staff changed since 2021?**
In the Form ADV data for SFW Capital Partners LP: Regulatory assets under management: $814,350,952 in the October 2021 data and $476,848,727 in the October 2026 data, down 41%. Total employees: 18 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SFW Capital Partners LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does SFW Capital Partners LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160561

**What changed in SFW Capital Partners LP's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $476,848,727
- Discretionary: $476,848,727
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $476,848,727 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sfwcap.com
- LinkedIn @SFW-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $814,350,952 | 18 | August 26, 2021 |
| October 2022 | $1,216,721,049 | 14 | May 26, 2022 |
| October 2023 | $1,193,023,816 | 15 | June 1, 2023 |
| October 2024 | $967,471,596 | 10 | March 29, 2024 |
| October 2025 | $501,977,763 | 10 | May 8, 2025 |
| October 2026 | $476,848,727 | 6 | July 20, 2026 |

Regulatory assets under management: $814,350,952 in the October 2021 data and $476,848,727 in the October 2026 data, down 41%.
Total employees: 18 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Regulatory assets under management went from $929,699,348 to $476,848,727 (-49%).

### April 2026
- Regulatory assets under management went from $501,977,763 to $929,699,348 (+85%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SFW Capital Partners LP (CRD 160561): Form ADV filing data as of October 2026.