Swarthmore Asset Management Ltd
Swarthmore Asset Management Ltd is an SEC-registered ria in New York, NY with $48.6M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Swarthmore Asset Management Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108507, SEC 801-41752, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $48.6M (2026-02-25)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 2
- Clients
- 25
- CRD
- 108507
- Ownership
- LEVIN, SAMUEL; THE SAMUEL LEVIN REVOCABLE TRUST U/D/T DATED 11/8/2023; SAMUEL LEVIN, TRUSTEE OF THE SAMUEL LEVIN REVOCABLE TRUST U/D/T DATED 11/8/2023
How much AUM does Swarthmore Asset Management Ltd have?
Swarthmore Asset Management Ltd reported $48.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Swarthmore Asset Management Ltd?
Disclosed owners and executives of Swarthmore Asset Management Ltd include LEVIN, SAMUEL, THE SAMUEL LEVIN REVOCABLE TRUST U/D/T DATED 11/8/2023, SAMUEL LEVIN, TRUSTEE OF THE SAMUEL LEVIN REVOCABLE TRUST U/D/T DATED 11/8/2023. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.