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Private equityFirmbuyout · probablelower middle market

Swbc Investment Company

Private Equity

San Antonio, TX

SWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3aa0a15b-e8fd-492c-8138-edf4786152fe

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 16
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Swbc Investment Company

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

SWBC INVESTMENT COMPANY

Registered adviser · shared crd

Real Estate Fundsidentity

Swbc Investment Company

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Vintages: 2023 to 2023
PE GAV, 2024 filing: $3.0Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $346M
Investments: 46
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-05-16
Stated sectors: financial_services
Latest ADV filing: May 16, 2024
Employees (ADV): 35
Website: swbc.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Swbc Cpg Fund I, LP	2023	Early deployment	Private Equity Fund	n/a	$3.0M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
I AM A(N)	n/a	unknown	unknown	n/a	n/a	unknown
Individual	n/a	unknown	unknown	n/a	n/a	unknown
Financial Institution/ Loan Servicer	n/a	unknown	unknown	n/a	n/a	unknown
Investment Firm	n/a	unknown	unknown	n/a	n/a	unknown
Insurance Agent	n/a	unknown	unknown	n/a	n/a	unknown
I’M LOOKING FOR	n/a	unknown	unknown	n/a	n/a	unknown
Ad Valorem Tax Services	n/a	unknown	unknown	n/a	n/a	unknown
Benefits	n/a	unknown	unknown	n/a	n/a	unknown
Commercial Real Estate	n/a	unknown	unknown	n/a	n/a	unknown
Individuals	n/a	unknown	unknown	n/a	n/a	unknown
Lending Services	n/a	unknown	unknown	n/a	n/a	unknown
Loan Portfolio Management	n/a	unknown	unknown	n/a	n/a	unknown
Retirement Plans	n/a	unknown	unknown	n/a	n/a	unknown
Succession planning	n/a	unknown	unknown	n/a	n/a	unknown
PEO Services	n/a	unknown	unknown	n/a	n/a	unknown
Executive Benefits Compensation Strategies	n/a	unknown	unknown	n/a	n/a	unknown
Payment Solutions	n/a	unknown	unknown	n/a	n/a	unknown
Auto Lending	n/a	unknown	unknown	n/a	n/a	unknown
Fixed Income Trading	n/a	unknown	unknown	n/a	n/a	unknown
Lumin360 Corporate Training Solutions	n/a	unknown	unknown	n/a	n/a	unknown
Corporate Retirement Plan Development	n/a	unknown	unknown	n/a	n/a	unknown
Vehicle Insurance	n/a	unknown	unknown	n/a	n/a	unknown
Payroll Services	n/a	unknown	unknown	n/a	n/a	unknown
Benefits Pre-Funding for Credit Unions	n/a	unknown	unknown	n/a	n/a	unknown
Commercial Property Tax Services	n/a	unknown	unknown	n/a	n/a	unknown
Commercial Insurance	n/a	unknown	unknown	n/a	n/a	unknown
Pet Insurance	n/a	unknown	unknown	n/a	n/a	unknown
Residential Flood Insurance & Excess Flood Insurance	n/a	unknown	unknown	n/a	n/a	unknown
Wealth management	n/a	unknown	unknown	n/a	n/a	unknown
Trust SWBC Wealth Management forFinancial Guidance	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Invested in (49)

→ Customize aProgram to Help You Meet Your NeedsCompanyunknown
factThe subject's own site
→ AccoladesCompanyunknown
factThe subject's own site
→ PARTNERSHIPSCompanyunknown
factThe subject's own site
→ Speak ToOur TeamCompanyunknown
factThe subject's own site
→ Ad Valorem Tax AdvisorsCompanyunknown
factThe subject's own site
→ Employee Benefits Consulting GroupCompanyunknown
factThe subject's own site
→ Financial Institution GroupCompanyunknown
factThe subject's own site
→ Insurance ServicesCompanyunknown
factThe subject's own site
→ Investment ServicesCompanyunknown
factThe subject's own site
→ Life Insurance CompanyCompanyunknown
factThe subject's own site
→ Retirement Plan ServicesCompanyunknown
factThe subject's own site
→ SWIVELCompanyunknown
factThe subject's own site
→ I AM A(N)Companyunknown
factThe subject's own site
→ IndividualCompanyunknown
factThe subject's own site
→ BusinessCompanyunknown
factThe subject's own site
→ Financial Institution/ Loan ServicerCompanyunknown
factThe subject's own site
→ Investment FirmCompanyunknown
factThe subject's own site
→ Insurance AgentCompanyunknown
factThe subject's own site
→ I’M LOOKING FORCompanyunknown
factThe subject's own site
→ Ad Valorem Tax ServicesCompanyunknown
factThe subject's own site
→ BenefitsCompanyunknown
factThe subject's own site
→ Commercial Real EstateCompanyunknown
factThe subject's own site
→ IndividualsCompanyunknown
factThe subject's own site
→ Lending ServicesCompanyunknown
factThe subject's own site
→ Loan Portfolio ManagementCompanyunknown
factThe subject's own site
→ Retirement PlansCompanyunknown
factThe subject's own site
→ Succession planningCompanyunknown
factThe subject's own site
→ PEO ServicesCompanyunknown
factThe subject's own site
→ Executive Benefits Compensation StrategiesCompanyunknown
factThe subject's own site
→ Payment SolutionsCompanyunknown
factThe subject's own site
and 19 more

Employs (10)

→ Gary Lee DudleyPerson50% Owner, President
Apr 1, 1976 to presentfactForm ADV
→ Alejandro G IretaPersonChief Compliance Officer
Dec 1, 2023 to presentfactForm ADV
→ Donald Scott RykertPersonCeo
Dec 1, 2023 to presentfactForm ADV
→ Charles Epifanio AmatoPerson50% Owner, Chairman And Ceo
Apr 1, 1976 to presentfactForm ADV
→ Kelly Marie TramontanoPersonPresident
Jun 1, 2001 to Aug 31, 2018inferenceForm ADV
→ Cindy Lee JorgensenPersonChief Financial Officer
May 1, 2001 to Mar 31, 2017inferenceForm ADV
→ Jacob Daniel PalmerPersonChief Compliance Officer
May 1, 2007 to Jul 24, 2019inferenceForm ADV
→ Norbert F FabrePersonExecutive Vp
Aug 1, 2019 to Mar 29, 2023inferenceForm ADV
→ John Patrick TuohyPersonChief Compliance Officer
Jul 1, 2019 to Dec 7, 2023inferenceForm ADV
→ Patrick John MurasPersonCfo
Jul 1, 2016 to Mar 28, 2024inferenceForm ADV

Manages (1)

→ Swbc Cpg Fund I, LPFundPrivate Equity Fund
Mar 29, 2023 to presentfactForm ADV

Owns (1)

← Swbc CorporationFirm100% Owner
Jun 1, 1991 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 19, 2026
Firm news
SWBC® Partners with iink to Digitally Endorse Insurance Claim Checks
The subject's own siteobserved yesterday
Occurred
Jul 14, 2026
Firm news
SWBC® Announces Strategic Partnership with Covered
The subject's own siteobserved yesterday
Occurred
Apr 29, 2026
Firm news
Governor Abbott Appoints Three To Texas State University System Board Of Regents
The subject's own siteobserved yesterday
Occurred
Mar 28, 2024
Person left
Patrick John Muras (Cfo) no longer on Schedule A of Swbc Investment Company
Form ADVobserved 5 days ago
Occurred
Dec 7, 2023
Person left
John Patrick Tuohy (Chief Compliance Officer) no longer on Schedule A of Swbc Investment Company
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Person joined
Donald Scott Rykert joined Schedule A of Swbc Investment Company as Ceo
Form ADVobserved 5 days ago
Occurred
Mar 29, 2023
Person left
Norbert F Fabre (Executive Vp) no longer on Schedule A of Swbc Investment Company
Form ADVobserved 5 days ago
Occurred
Jul 1, 2020
Person joined
Alejandro G Ireta joined Schedule A of Swbc Investment Company as Director Of Compliance
Form ADVobserved 5 days ago
Occurred
Aug 1, 2019
Person joined
Norbert F Fabre joined Schedule A of Swbc Investment Company as Executive Vp
Form ADVobserved 5 days ago
Occurred
Jul 24, 2019
Person left
Jacob Daniel Palmer (Chief Compliance Officer) no longer on Schedule A of Swbc Investment Company
Form ADVobserved 5 days ago
Occurred
Aug 31, 2018
Person left
Kelly Marie Tramontano (President) no longer on Schedule A of Swbc Investment Company
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
Person joined
John Patrick Tuohy joined Schedule A of Swbc Investment Company as Ceo
Form ADVobserved 5 days ago
Occurred
Mar 31, 2017
Person left
Cindy Lee Jorgensen (Chief Financial Officer) no longer on Schedule A of Swbc Investment Company
Form ADVobserved 5 days ago
Occurred
Jul 1, 2016
Person joined
Patrick John Muras joined Schedule A of Swbc Investment Company as Cfo
Form ADVobserved 5 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Swbc Investment Company first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 29, 2023
Swbc Cpg Fund I, LP first reported on Form ADV by Swbc Investment Company (Private Equity Fund), GAV $1,350,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Gary Lee Dudley (50% Owner, President), Alejandro G Ireta (Chief Compliance Officer), Donald Scott Rykert (Ceo), Charles Epifanio Amato (50% Owner, Chairman And Ceo).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:3aa0a15b-e8fd-492c-8138-edf4786152fe
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 32 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Swbc Investment Company

Private Equity

San Antonio, TX

SWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3aa0a15b-e8fd-492c-8138-edf4786152fe

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.