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TSWII Capital Advisors
TSWII Capital Advisors was established in 1991 by L.H. Caldwell, III. Katharine Caldwell Nevin serves as president and co-owner. The firm combines family...
TSWII Capital Advisors
TSWII Capital Advisors was established in 1991 by L.H. Caldwell, III. Katharine Caldwell Nevin serves as president and co-owner. The firm combines family office functions with fund-of-funds management. TSWII allocates across hedge funds, private equity, buyouts, distressed debt, and multiple venture stages including seed and early-stage. It maintains positions in TSWII, L.P. (Master Fund) and TSWII Offshore, SPC. Geographic exposure includes the United States and Cayman Islands. The firm also holds a joint-venture interest in the 1600 Meeting Street commercial property in Charleston, South Carolina. The firm reports 260 million USD under management. It maintains its headquarters in Chattanooga and operates through TSW II Management Company. Kate Nevin participates in 100 Women in Finance and chairs the Ackland National Advisory Board. No operational events from the last 24 months appear in available records. TSWII structures its activities through a master-feeder platform that includes both U.S. and offshore vehicles. Ownership of the management company and related entities remains within the Caldwell family.
General information
Firm type
Single Family Office
Year founded
1991
AUM
260 (Altss estimate)
Location
Region
North America
Country
United States
City
Chattanooga
Corporate office
736 Market Street Suite 1400, Chattanooga, TN 37402, United States
Principals
L.H. Caldwell, III
Chairman and co-owner
Katharine Caldwell Nevin
President and co-owner
Chris Fehr
COO and CCO
Sector focus
Frequently asked questions
Who runs investment decisions at TSWII Capital Advisors?
L.H. Caldwell, III serves as chairman and co-owner. Katharine Caldwell Nevin acts as president and co-owner. Chris Fehr holds the roles of COO and CCO.
Is TSWII Capital Advisors structured as a single family office or does it operate more like a venture firm?
The firm functions as a hybrid family office and fund-of-funds manager. It maintains both internal holdings and allocations to external strategies across venture and private equity.
Does TSWII Capital Advisors participate in fund commitments or only direct deals?
TSWII executes both fund commitments and direct holdings. Confirmed direct positions include TSW3 Co-Investment I, LLC and the 1600 Meeting Street joint venture.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed beyond attribution to the Caldwell family principals.
What investment stages does TSWII Capital Advisors typically target?
The firm targets buyout, distressed debt, early-stage seed, start-up, expansion, mezzanine, and special situations.
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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