SWBC INVESTMENT COMPANY of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 140994). Regulatory assets under management: $256.0M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Palmer Daniel | CHIEF COMPLIANCE OFFICER | Bakersfeild, CA |
| Gary Lee Dudley | 50% OWNER, PRESIDENT; DIRECTOR, VICE PRESIDENT, SECRETARY & TREASURER | — |
| Charles Epifanio Amato | 50% OWNER, CHAIRMAN AND CEO; CHAIRMAN OF THE BOARD OF DIRECTORS | — |
| Alejandro G Ireta | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Donald Scott Rykert | CEO | — |
| RYKERT DONALD SCOTT | CEO | — |
| JORGENSEN CINDY LEE | CHIEF FINANCIAL OFFICER | — |
| AMATO CHARLES EPIFANIO | 50% OWNER, CHAIRMAN AND CEO; CHAIRMAN OF THE BOARD OF DIRECTORS | — |
| DUDLEY GARY LEE | 50% OWNER, PRESIDENT; DIRECTOR, VICE PRESIDENT, SECRETARY & TREASURER | — |
| TRAMONTANO KELLY MARIE | PRESIDENT | — |
| IRETA ALEJANDRO G | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| TUOHY JOHN PATRICK | CEO; CEO/PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| MURAS PATRICK JOHN | CFO | — |
| FABRE NORBERT F | EXECUTIVE VP | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SWBC CPG FUND I, LP | Private Equity Fund | Delaware | 8 | $6.2M | $25K |
| City | State | Employees | Phone |
|---|---|---|---|
| GARLAND | TX | 1 | 972.263.9497 |
| DALLAS | TX | 1 | 972-263-9497 |
| — | — | 1 | 5079959958 |
| — | — | 1 | 5079959958 |