RIA Intel›Advisers›California›STW FIXED INCOME MANAGEMENT LLC

STW FIXED INCOME MANAGEMENT LLC

Advisory

N·CARPINTERIA, CA

Data as of Sep 23, 2013 · Source: SEC Form ADV

Total AUM

$11.6B

1-Year AUM Growth

+2.0%

3-Year CAGR

+3.9%

Employees

7

Assets Under Management

Total AUM$11.6B

Discretionary AUM$11.6B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees7

Investment Advisers37

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingFeb 28, 2001

Latest FilingSep 23, 2013

🔒 Full AUM trend chart and 41 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STW FIXED INCOME MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.