SourcingSourcing

SSW PARTNERS LP

C49
CRD 325761·SEC 801-127660·NEW YORK, NY
AUM
$646.4M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SSW PARTNERS LP
CRD
325761
SEC file #
801-127660
EIN
981725128
DBA names
Ssw Partners

Economics

AUM
$646.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$814.3M → $646.4M▼ -21%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
6 advisors → 5 advisors▼ -17%
Primary office
NEW YORK NY
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
sswpartners.com

Compliance

Disclosures (firm)
0
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
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
SSWPARTNERS.COM
Rdap Domain Creation Date
2020-08-10T17:15:22Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

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 (17)

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
Jpmorgan4
Morgan Stanley4
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
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-08-10T17:15:22Z
Rdap Domain Last Changed
2024-12-20T20:20:04Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
1415319
Trust Company Affiliate
No

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
SUSAN LYNN TERENZIO
Executive Officer · 2.5%
5653809