BSW Wealth Partners Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1992

Year Founded

  • Professionals
  • 20

Professionals

  • AUM

BSW Wealth Partners General Information

Description

BSW Wealth Partners is a wealth management firm based in Boulder, Colorado. Established in 1992, the firm provides financial and investment advice, goal-setting, and plan implementation on a fee-only basis to private investors. It is also a wealth advisory firm serving national and international clientele from offices in Boulder and Denver. The assets are managed by the executive management team. The firm is a Registered Investment Advisor(RIA).

Contact Information

Website
www.bsw.com
Formerly Known As
Baydush Simon Weaver
Year Founded
1992
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Director of Investments
Email
ka
Phone
+1 (303)
Corporate Office
  • 2300 Broadway
  • Boulder, CO 80304
  • United States
+1 (303)

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BSW Wealth Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

BSW Wealth Partners Mandates (1)

Fund Type Mandate Amount Announced Date Timeframe
Fund of Funds $3M 01-Aug-2024 to 01-Aug-2025
To view BSW Wealth Partners’s complete mandates history, request access »

BSW Wealth Partners Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

BSW Wealth Partners FAQs

  • When was BSW Wealth Partners founded?

    BSW Wealth Partners was founded in 1992.

  • Where is BSW Wealth Partners headquartered?

    BSW Wealth Partners is headquartered in Boulder, CO.

  • How many Assets Under Management (AUM) does BSW Wealth Partners have?

    BSW Wealth Partners has in assets under management.

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