Sword Capital Partners, LLC is a related adviser based in Los Angeles. It manages $83.66 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Sword Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sword Capital Partners, LLC is $83.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sword Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sword Capital Partners, LLC performs its advisory services is located at 865 South Figueroa Street, Los Angeles, CA 90017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-891-6300 or by fax 213-891-6330. The normal business hours are 6:30 a.m-4:30 p.m. pdt on Monday - Friday.