SWBC INVESTMENT COMPANY
SWBC INVESTMENT COMPANY is a Series C+ and other fund in the US and Mexico investing in real-estate and municipal-bonds.
- Stages
- Series C+, other
- Sectors
- real-estate, municipal-bonds
- Invests in
- US-wide, Mexico
- Actively investing
- Yes
- Founded
- 1976
- Assets under management
- $229.2M
Check size not disclosed
Thesis
SWBC Investment Company, founded in 1976 and headquartered in San Antonio, Texas, is a diversified financial services firm with an international reach into Mexico. While not a traditional VC or PE fund with specific sector or stage preferences, its investment strategy is multifaceted. A key focus is real estate through the SWBC RE Fund, LP, which aims to raise $200 million for newly developed multi-family assets and value-add opportunities, primarily in Texas. The company also actively engages in municipal bond underwriting, having closed numerous deals totaling billions of dollars, and acts as an investment sub-advisor for the AlphaCentric Municipal Opportunities Fund, focusing on tax-exempt income. SWBC's broader corporate structure includes various divisions like SWBC Investment Services and SWBC Mortgage Corporation, reflecting a comprehensive approach to financial services. Their geographic scope covers all 50 US states and Mexico. A recent filing shows 406 holdings valued at $229.2 million.
Common questions
Does SWBC INVESTMENT COMPANY invest at the Series C+ stage?
Yes. SWBC INVESTMENT COMPANY lists Series C+ and other among the stages it invests in.
Where does SWBC INVESTMENT COMPANY invest?
SWBC INVESTMENT COMPANY invests in the US and Mexico.