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SWARTHMORE ASSET MANAGEMENT LTD

UUID5802ed18-0c58-5708-8c26-3a266aa10396
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:56
Updated2025-10-23 02:23:56

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 108507 108507 1.0
sec_file_number 801-41752 801-41752

Profile

Website
HQ CityNEW YORK
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)48,168,703.0
  • RAUM (discretionary)48,168,703.0
  • Actionable assets26,666,700.0
  • Accounts41.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM1,796,341.0
  • Charitable AUM379,911.0
  • HNW AUM23,023,876.0

As of 2025-01-31 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.