Stephen Robert White
Directeur Général chez SW Investment Management LLC
Profil
Stephen Robert White was the founder of Castle Union LLC, founded in 2012, where he held the title of Managing Member from 2012 to 2015, and SW Investment Management LLC, founded in 2015, where he previously held the title of Managing Member & Chief Compliance Officer.
Mr. White's former jobs include being a Principal at Balyasny Asset Management LP from 2003 to 2005, a Portfolio Manager at Curi RMB Capital LLC, an Associate at KPMG LLP from 2001 to 2003, and an Analyst at Marlin Capital Corp.
from 2005 to 2008.
Mr. White's education history includes an undergraduate degree from Fairfield University and an MBA from The University of Chicago.
Postes actifs de Stephen Robert White
| Sociétés | Poste | Début |
|---|---|---|
SW Investment Management LLC
 SW Investment Management LLC Investment ManagersFinance SW Investment Management LLC (SWIM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Telluride, Colorado. The firm was founded by Stephen White in 2015. SWIM provides investment advisory services on a discretionary basis to a privately offered pooled investment vehicle. | Directeur Général | 01/12/2015 |
Anciens postes connus de Stephen Robert White
| Sociétés | Poste | Fin |
|---|---|---|
Castle Union LLC
 Castle Union LLC Investment ManagersFinance Founded in 2012 by Toan Tran and Steve White, Castle Union LLC is a hedge fund manager located in Chicago, Illinois. The firm manages the Castle Union Partners LP and the Castle Union Partners II LP. | Fondateur | 01/01/2015 |
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Gestionnaire de Portefeuille-Actions | 31/12/2012 |
Marlin Capital Corp.
 Marlin Capital Corp. Investment ManagersFinance Marlin Capital Corp is a hedge fund manager located in Chicago. They manage the Private Investment Fund. | Analyst-Equity | 01/01/2008 |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Corporate Officer/Principal | 01/01/2005 |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/2003 |
Formation de Stephen Robert White
| Fairfield University | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Marlin Capital Corp.
Marlin Capital Corp. Investment ManagersFinance Marlin Capital Corp is a hedge fund manager located in Chicago. They manage the Private Investment Fund. | Finance |
Castle Union LLC
Castle Union LLC Investment ManagersFinance Founded in 2012 by Toan Tran and Steve White, Castle Union LLC is a hedge fund manager located in Chicago, Illinois. The firm manages the Castle Union Partners LP and the Castle Union Partners II LP. | Finance |
SW Investment Management LLC
SW Investment Management LLC Investment ManagersFinance SW Investment Management LLC (SWIM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Telluride, Colorado. The firm was founded by Stephen White in 2015. SWIM provides investment advisory services on a discretionary basis to a privately offered pooled investment vehicle. | Finance |