9AT: SSW PARTNERS

Adviser Profile

As of Date	07/08/2026
Registration	SEC, Approved, 04/14/2023
Other registrations (1)	SEC, 120-Day Approval, 04/14/2023
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	646,424,583 -17%
of that, discretionary	646,424,583 -17%
Number of Employees	5 -17%
of those in investment advisory functions	5 -17%
Private Fund GAV^*	646,424,583 -21%
Avg Account Size	323,212,292 -59%
SMA’s	No
Private Funds	3 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WM PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund947.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV947.6m	AUM1.0b	#Funds12
Adviser ACM MANAGEMENT COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund650.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV650.1m	AUM650.1m	#Funds2
Adviser FOLIUM CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund960.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV960.3m	AUM960.3m	#Funds8
Adviser TURNING ROCK PARTNERS, L.P.	Hedge Fund26.9m	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM1.4b	#Funds14
Adviser AVITAS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM996.3m	#Funds-
Adviser MOUNTAINGATE MANAGEMENT CO., LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM1.5b	#Funds13
Adviser HUNTER CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund16.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.3m	AUM1.1b	#Funds1
Adviser REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM1.5b	#Funds8
Adviser BAIN CAPITAL INSURANCE SOLUTIONS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.6b	AUM5.4b	#Funds12
Adviser TIVERTON ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1b	AUM2.1b	#Funds13

Brochure Summary

Overview

SSW Partners LP (“SSW”) is a Delaware limited partnership formed in October 2020. SSW provides investment advisory services to one or more investment funds, which may be formed from time to time (each, a “Fund” and collectively, the “Funds”), that are exempt from registration under the U.S. Investment Company Act of 1940, as amended (the “1940 Act”), and whose securities are not registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”). Entities formed by SSW also serve as the general partner for certain of the entities comprising the Funds (collectively, or individually, as the context may require, the “general partner”). The principal owners of SSW are Eric Schwartz, Joshua Steiner, and Antonio Weiss. SSW seeks to invest in high quality businesses with partners with whom it can collaborate to create value. SSW seeks long duration investments as well as opportunistic investments. It is flexible on structure and willing to take minority positions. SSW’s investment advisory services consist of investigating,

identifying and evaluating investment opportunities, structuring, negotiating and making investments on behalf of the Funds, managing and monitoring the performance of such investments and disposing of such investments. SSW serves as the investment adviser to the Funds in order to provide such services. Investment advice is provided directly to the Funds, subject to the discretion and control of the applicable general partner, and not individually to the limited partners or members (hereinafter together referred to collectively as “investors”) in the Funds. Investment restrictions for the Funds, if any, are generally established in the organizational and/or offering documents, investment management agreements (the “Management Agreements”) and other governing documents applicable to such Funds (collectively, the “Governing Fund Documents”). SSW does not participate in wrap fee programs. As of the date of this brochure, SSW has approximately $714,136,584 regulatory assets under management on a discretionary basis.

SSW PARTNERS

SSW PARTNERS

SSW PARTNERS LP

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Client Types

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SSW PARTNERS SSW PARTNERS SSW PARTNERS LP

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

SSW PARTNERS

SSW PARTNERS

SSW PARTNERS LP