Investment adviser · CRD 140994
SWBC INVESTMENT COMPANY
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $256M Form ADV · Item 5.F
- Client accounts
- 494 Accounts, not individual clients
- Employees
- 33 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 79 | $178,135,203 | 69.6% |
| Other clients | 16 | $52,218,579 | 20.4% |
| Individuals | 391 | $19,359,883 | 7.6% |
| Pooled investment vehicles | 8 | $6,243,624 | 2.4% |
Filing source
Form ADV 2089204 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SWBC CPG FUND I, LPPrivate Equity Fund · Last reported Mar 31, 2026$6.24MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, L.L.P
PCAOB 410
Fund details & source
- Fund ID
- 805-6231270832
- Reported beneficial owners
- 8
- Minimum commitment
- $25K
- Form D file number
- 021-1877623
Form ADV 2089204 · Mar 31, 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.
SWBC RE FUND LPReal Estate Fund · Last reported May 16, 2024$124MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, L.L.P
PCAOB 410
Fund details & source
- Fund ID
- 805-4477520329
- Reported beneficial owners
- 18
- Minimum commitment
- $1M
- Form D file number
- 021-1919767
Form ADV 1876611 · May 16, 2024 · 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 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9311 SAN PEDRO AVENUE, SUITE 600SAN ANTONIO, TX, 78216-4459, United States
CRD 140994
Filing source
Form ADV 2089204 · Mar 31, 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.