SWS Alternative Fund I
SWS Alternative Fund I is a private equity fund organized in Ohio, United States and advised by SWS Partners, LLC. Its adviser reported $2,405,476 in gross assets for the fund on Form ADV, filed Oct 15, 2024. It reported 7 beneficial owners. The minimum investment it accepts is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $2,405,476As reported on Form ADV
- Beneficial owners
- 7
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private equity fund
- Domicile
- Ohio, United States
- Auditor
- GBQ Partners LLC
- Adviser
- SWS Partners, LLC · Columbus, OH · CRD 281838
- Reported on
- Oct 15, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about SWS Alternative Fund I
What is the minimum investment for SWS Alternative Fund I?
According to its adviser's Form ADV filed Oct 15, 2024, the minimum investment SWS Alternative Fund I accepts is $250,000.
Who can invest in SWS Alternative Fund I?
SWS Alternative Fund I is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is SWS Alternative Fund I?
Its adviser reported $2,405,476 in gross assets on Form ADV filed Oct 15, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages SWS Alternative Fund I?
SWS Alternative Fund I is advised by SWS Partners, LLC, based in Columbus, OH.
Who are SWS Alternative Fund I's service providers?
Its Form ADV lists GBQ Partners LLC as auditor.