SourcingSourcing

SSW PARTNERS

C12
CRD 316227·SEC 801-122446·NEW YORK, NY
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SSW PARTNERS
CRD
316227
SEC file #
801-122446
EIN
981725128
DBA names
Ssw PartnersSsw Partners Lp

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHWARTZ, ERIC, STUART
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SCHWARTZ, ERIC, STUART
STEINER, JOSHUA, LINDER
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001972696
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-04-14
Edgar Last Filing Date
2023-04-14
Edgar Form D Count
1
Edgar Form D Offerings
2023-04-142023-04-14 · 0000950142-23-001101

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
E*trade4
Edgar Addresses
Mailing
152 WEST 57 STREETNEW YORK, NY 10019
Business
152 WEST 57 STREETNEW YORK, NY 10019
Edgar EIN
981725128
Edgar Recent Filings
D2023-04-14 · 0000950142-23-001101
Top Owner CRD
1415319

People (4)

4
SCHWARTZ, ERIC, STUART
Direct Owner · 37.5%
1415319
STEINER, JOSHUA, LINDER
Direct Owner · 37.5%
2625794
ANTONIO FRANCESCO WEISS
Direct Owner · 37.5%
2155625
LEE, JONATHAN, DAVID
Executive Officer · 2.5%
6824424