# 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.

- CRD: 325761
- Filed as: SSW PARTNERS
- Legal name: SSW Partners LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325761
- AdvisorCensus page: https://advisorcensus.com/firm/ssw-partners-new-york-ny-325761

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> SSW does not have a minimum commitment for an investor; however SSW maintains discretion to establish such thresholds.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $646,424,583
- Discretionary: $646,424,583
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $646,424,583 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 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)
- sswpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $854,942,439 | 5 | August 11, 2023 |
| October 2024 | $783,186,706 | 6 | August 23, 2024 |
| October 2025 | $814,315,886 | 6 | March 10, 2025 |
| October 2026 | $646,424,583 | 5 | July 8, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SSW Partners (CRD 325761): Form ADV filing data as of October 2026.