SWAN GLOBAL MANAGEMENT

SWAN GLOBAL MANAGEMENT LLC

CRD 173621 · SEC 801-80552

Visit website

20 RIDGE TOP DR., PALMAS DEL MAR, HUMACAO, PR, 00791, United States

Phone

970-382-9055

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.39B

Discretionary AUM

$2.39B

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	1183	$379.8M
High net worth individuals	31	$12.7M
Investment companies	17	$2.00B

States served

All web addresses on file

HTTP://ETFS.SWANGLOBALINVESTMENTS.COM
HTTP://WWW.SWANGLOBALINVESTMENTS.COM
HTTP://FUNDS.SWANGLOBALINVESTMENTS.COM

Official SEC filing: View on IAPD