Overview
Assets Under Management: $2.4 billion
Headquarters: HUMACAO, PR
High-Net-Worth Clients: 23
Average Client Assets: $4 million
Frequently Asked Questions
SWAN GLOBAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173621), SWAN GLOBAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SWAN GLOBAL MANAGEMENT LLC is headquartered in HUMACAO, PR.
SWAN GLOBAL MANAGEMENT LLC serves 23 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, SWAN GLOBAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SWAN GLOBAL MANAGEMENT LLC manages $2.4 billion in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, SWAN GLOBAL MANAGEMENT LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,969
Discretionary Accounts: 1,969
Regulatory Filings
CRD Number: 173621
Filing ID: 1961574
Last Filing Date: 2025-03-25 17:00:00
Website: https://swanglobalinvestments.com