RIA Intel›Advisers›New Jersey›DSW INVESTMENT, LLC

DSW INVESTMENT, LLC

Advisory

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in NJ

#610

of 775 advisers by AUM

Average account

$3M

across 31 accounts

AUM per adviser

$86M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$86M

Discretionary %

100%

Clients

31

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$86M

Discretionary AUM$86M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, MA, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

WIMER INVESTMENT MANAGEMENT LLC

$86M

SONGBIRD CAPITAL, LLC

PRINCETON, NJ

$84M

WHEALTH ADVISORS, LLC

RED BANK, NJ

$88M

IRONBOUND CAPITAL MANAGEMENT LP

PRINCETON, NJ

$83M

-81.9% 1Y

DORCHESTER ADVISORS LIMITED LIABILITY COMPANY

SHORT HILLS, NJ

$83M

NE ASIA CAPITAL MANAGEMENT, LLC

FORT LEE, NJ

$89M

+65.8% 1Y

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