AdvisorCensus / Financial advisors / New York / New York / SSW Partners
SSW Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.
Quick answers
From the filingHow is SSW Partners compensated?
On its Form ADV (Item 5.E, October 2026), SSW Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is SSW Partners located?
SSW Partners' principal office is in New York, NY, according to its Form ADV.
Is SSW Partners registered with the SEC or a state?
SSW Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325761.
How much does SSW Partners manage?
SSW Partners reports $646,424,583 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).
How have SSW Partners' assets and staff changed since 2023?
In the Form ADV data for SSW Partners: Regulatory assets under management: $854,942,439 in the October 2023 data and $646,424,583 in the October 2026 data, down 24%. Total employees: 5 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does SSW Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does SSW Partners 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/325761
Does SSW Partners state an account minimum?
Its Form ADV Part 2A brochure dated July 8, 2026 says: "SSW does not have a minimum commitment for an investor; however SSW maintains discretion to establish such thresholds."
What changed in SSW Partners' 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
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None (the brochure says it may be waived or negotiated)
The brochure's wording
SSW does not have a minimum commitment for an investor; however SSW maintains discretion to establish such thresholds.
As stated in the firm's Form ADV Part 2A brochure dated July 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$646,424,583 as of October 2026, filing dated July 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- SSW Partners LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $646,424,583 | 5 | July 8, 2026 |
| October 2025 | $814,315,886 | 6 | March 10, 2025 |
| October 2024 | $783,186,706 | 6 | August 23, 2024 |
| October 2023 | $854,942,439 | 5 | August 11, 2023 |
Regulatory assets under management: $854,942,439 in the October 2023 data and $646,424,583 in the October 2026 data, down 24%.
Total employees: 5 in October 2023 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $814,315,886 to $646,424,583 (-21%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. SSW Partners (CRD 325761): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ssw-partners-new-york-ny-325761