BSW Wealth Partners
Multi family office in Boulder, United States, founded 1992; focus on climate, food & agriculture and fintech.
Identity
- HEADQUARTERS
- Boulder, United States
- OFFICES
- Englewood, CO, United States
- FOUNDED
- 1992
Investment approach
Overview
Headquartered in Boulder, United States, the firm is listed as a multi family office founded in 1992. Sectors on record are climate, food & agriculture and fintech. Other offices: Englewood, CO, United States; 4 people are named on its team.
People
- David WolfCEO and Managing Principal · source
- Debi BaydushFounding Principal · source
- Timothy WojtalikManaging Partner and Senior Advisor · source
- Julie MartinezManaging Principal and Advisor · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
BSW Wealth Partners is a multi family office based in Boulder, the United States, founded in 1992.
BSW Wealth Partners does not publicly state whether it invests directly or through funds.
BSW Wealth Partners invests in Climate & Energy, Food & Agriculture and Fintech.
Key people at BSW Wealth Partners include David Wolf (CEO and Managing Principal), Debi Baydush (Founding Principal), Timothy Wojtalik (Managing Partner and Senior Advisor) and Julie Martinez (Managing Principal and Advisor).