SourcingSourcing

SFW CAPITAL PARTNERS, L.P.

B55
CRD 160561·SEC 801-75316·RYE, NY
AUM
$476.8M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SFW CAPITAL PARTNERS, L.P.
CRD
160561
SEC file #
801-75316
EIN
—
DBA names
Sfw Capital Partners Lp

Economics

AUM
$476.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$630.9M → $476.8M▼ -24%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
14 advisors → 6 advisors▼ -57%
Primary office
RYE NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
sfwcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SALICE, THOMAS, PHILIP
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SALICE, THOMAS, PHILIP
FREEMAN, ROGER, CARY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SFWCAP.COM
Rdap Domain Creation Date
2005-06-13T15:36:40Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-06-13T15:36:40Z
Rdap Domain Last Changed
2024-06-13T15:41:20Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1569480
Trust Company Affiliate
No

People (3)

3
SALICE, THOMAS, PHILIP
Direct Owner · 62.5%
1569480
FREEMAN, ROGER, CARY
Direct Owner · 37.5%
4605085
WILLIAMS, JOY, ELIZABETH
Executive Officer · 2.5%
6130399