Swvp Fund Xvii Gp, LLC is a related adviser based in San Diego. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.
Swvp Fund Xvii Gp 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 advisory firm has several streams of revenue. Clients pay Swvp Fund Xvii Gp, 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 only and largest group of clients of Swvp Fund Xvii Gp is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 7 most similar advisory firms, Swvp Fund Xvii Gp has the highest percentage of pooled investment vehicles out of all clients.
None of the firm’s clients are foreign persons or businesses.
Swvp Fund Xvii Gp doesn't advise any private funds.
The company employs 33 people that are either part- or full-time employees. 6 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Swvp Fund Xvii Gp, LLC performs its advisory services is located at 12770 El Camino Real, San Diego, CA 92130 2008, which is also the mailing address of the firm. An additional office of the firm is in Nashville, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-480-2900 or by fax 858-480-2909. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at swvp.com.