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SWP Investment Management LLC Info

SWP Investment Management LLC info

SWP Investment Management LLC (SEC CIK 2098300) first filed with the SEC on 2026-07-01 (Form 13F-HR) and has filed 6 times since, including 6 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 5005 ROCKSIDE ROAD, SUITE 1200, INDEPENDENCE, OH, 44131.

  • Name: Value SWP Investment Management LLC.
  • SEC CIK: Value 2098300.
  • State of organization: Value OH.
  • Business address: Value 5005 ROCKSIDE ROAD, SUITE 1200, INDEPENDENCE, OH, 44131.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameSWP Investment Management LLC
SEC CIK2098300
State of organizationOH
Business address5005 ROCKSIDE ROAD, SUITE 1200, INDEPENDENCE, OH, 44131
Mailing address5005 ROCKSIDE ROAD, SUITE 1200, INDEPENDENCE, OH, 44131
Phone2168009000
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-07-01 (Form 13F-HR)
Latest SEC filing2026-07-02 (Form 13F-HR)
Filings on EDGAR6
First Form 13F-HR2026-07-01 (quarter ended 2025-03-31)
Latest Form 13F-HR2026-07-02 (quarter ended 2026-06-30)
Form 13F-HR filings6

Filings by Form

FormFilingsLatest
13F-HR62026-07-02

Filings by Year

YearFilingsForm 13F-HR
202666

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