Investment adviser · CRD 332623

SW ITERAM US ADVISORS

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

SW ITERAM US ADVISORS LLC

MIAMI, FL, United States · Form ADV filed Mar 24, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PRIVATE CREDIT STRATEGY, A SERIES OF SW ITERAM SERIES LLCOther Private Fund · Last reported Mar 24, 2026$20.1MGross asset value

Form D fundraising filings

Private Credit Strategy of SW Iteram Series, LLC

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor AKRAM AND ASSOCIATES PLLC CARY, North Carolina, United States
Custodian BANKUNITED INC. MIAMI, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

AKRAM AND ASSOCIATES PLLC
PCAOB 5961

Fund details & source
Fund ID
805-7901288972
Reported beneficial owners
6
Minimum commitment
$100K
Form D file number
021-510635

Form ADV 2079235 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LEGACY VENTURE CAPITAL STRATEGIES W9Venture Capital Fund · Last reported Mar 24, 2026$14.8MGross asset value
Fund administrator BRAIN LTDA MONTEVIDEO, Uruguay Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, PC HOUSTON, Texas, United States
Custodian EAST WEST BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUMSMITH+BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-9482225719
Reported beneficial owners
8
Minimum commitment
$100K
Form D file number
021-476459

Form ADV 2079235 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HEDGE FUND STRATEGY, A SERIES OF SW ITERAM SERIES LLCHedge Fund · Last reported Mar 24, 2026$13.9MGross asset value

Form D fundraising filings

Hedge Fund Strategy of SW Iteram Series, LLC

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor AKRAM AND ASSOCIATES PLLC CARY, North Carolina, United States
Custodian BANKUNITED INC MIAMI, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

AKRAM AND ASSOCIATES PLLC
PCAOB 5961

Fund details & source
Fund ID
805-3949265064
Reported beneficial owners
4
Minimum commitment
$100K
Form D file number
021-510632

Form ADV 2079235 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1221 BRICKELL AVE,, SUITE 1750
MIAMI, FL, 33131, United States

CRD 332623

Filing source

Form ADV 2079235 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.