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Southwest Money Management
SOUTHWEST MONEY MANAGEMENT INC is an SEC-registered investment adviser since 1980. The firm manages approximately $288 million in regulatory assets.
Southwest Money Management
SOUTHWEST MONEY MANAGEMENT INC is an SEC-registered investment adviser since 1980. The firm manages approximately $288 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
What is known about Southwest Money Management's investment strategy?
No specific investment strategy has been publicly disclosed. The firm operates as a registered investment adviser, but its asset allocation, sector preferences, and risk management approach are unconfirmed in public filings or media reports.
Does Southwest Money Management manage funds for a specific family?
Public records do not connect the firm to any particular family, foundation, or endowment. Its client base and capital sources remain undisclosed. The firm is not known to operate as a family office.
Who leads Southwest Money Management?
The firm's principals and leadership team are not named in publicly available sources. No SEC filings or corporate records identify a CEO, CIO, or managing director by name.
Has Southwest Money Management made any public portfolio investments?
No specific portfolio holdings, deals, or co-investments have been reported. The firm does not appear in quarterly SEC 13F filings for publicly traded securities, suggesting either a private mandate or minimal assets.
Is Southwest Money Management related to any other financial entities?
No corporate affiliations, spinouts, or parent entities have been identified. The firm appears independently, without links to larger financial groups or family offices.
Where is Southwest Money Management headquartered?
The firm's registered office address is not publicly listed. Its city, state, and country are not confirmed through regulatory filings or business databases.
How large is Southwest Money Management in terms of assets under management?
AUM figures are not publicly available. The firm has not disclosed its managed assets, and no external source reports an estimated range. AUM is considered undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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