Overview
Assets Under Management: $221 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 73
Average Client Assets: $1.6 million
Frequently Asked Questions
SWIFT RUN CAPITAL MANAGEMENT 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 #159345), SWIFT RUN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
SWIFT RUN CAPITAL MANAGEMENT is headquartered in CHARLOTTESVILLE, VA.
SWIFT RUN CAPITAL MANAGEMENT serves 73 high-net-worth clients according to their SEC filing dated April 17, 2018. View client details ↓
According to their SEC Form ADV, SWIFT RUN CAPITAL MANAGEMENT offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
SWIFT RUN CAPITAL MANAGEMENT manages $221 million in client assets according to their SEC filing dated April 17, 2018.
According to their SEC Form ADV, SWIFT RUN CAPITAL MANAGEMENT serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.20%
Average Client Assets: $1.6 million
Total Client Accounts: 132
Discretionary Accounts: 127
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 159345
Filing ID: 1209906
Last Filing Date: 2018-04-17 10:14:00