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Fsw Partners, L.P. (Fort Worth)


Fsw Partners, L.P. is an adviser based in Fort Worth. It manages $2.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Fsw Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fsw Partners: assets under management

The assets under management (AUM) of Fsw Partners, L.P. is $2.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fsw Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Stanley Member 1 Feb 2005 25% - 50% 4928918
Brian Dean Wood Member 1 Feb 2005 25% - 50% 2744856
Mark Fordyce Member 1 Feb 2005 25% - 50% 4932017

Based in Fort Worth

The principal office where Fsw Partners, L.P. performs its advisory services is located at 314 Main Street, Fort Worth, TX 76102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817.698.0222 or by fax 817.698.0226. The normal business hours are 8:30am - 5:00pm on Monday - Friday.


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