SWMG, LLC

SWMG, LLC is an SEC-registered investment adviser in Fort Worth, Texas, registered since 2019. The firm manages $430 million in assets, with $425 million on a...

SWMG, LLC

SWMG, LLC is an SEC-registered investment adviser in Fort Worth, Texas, registered since 2019. The firm manages $430 million in assets, with $425 million on a discretionary basis. It has 19 employees and 5 investment advisers.

General information

Firm type

Single Family Office

What type of firm is SWMG, LLC?

SWMG, LLC is structured as a limited liability company and is described in public records as a family office. The firm does not specify whether it operates as a single-family office or multi-family office, but the limited disclosure is consistent with a single-family office serving a private family.

Who are the principals of SWMG, LLC?

SWMG, LLC has not publicly named any principals, investment professionals, or advisory board members. The firm's management and ownership remain undisclosed in public sources.

What is SWMG's investment focus?

SWMG, LLC has not publicly disclosed its investment strategy, target sectors, or asset allocation. There are no known reports of specific investments, portfolio companies, or co-investment activity attributed to the firm.

Does SWMG, LLC make direct investments or fund commitments?

Based on available public records, SWMG has not been identified as a direct investor in private companies or a limited partner in venture capital or private equity funds. The firm's investment vehicle structure is unknown.

Where does the wealth behind SWMG come from?

The wealth origin for SWMG, LLC has not been publicly disclosed. The underlying family or individuals responsible for the firm's capital are not named in any public record.

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