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BLACK SWIFT GROUP, LLC
CRD 286084 · SEC 801-108740
2595 CANYON BLVD, SUITE 330, BOULDER, CO, 80302, United States
Phone
303-955-4381
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$694.1M
Discretionary AUM
$694.1M
Team
9 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $102.7M |
| High net worth individuals | 150 | $493.7M |
| Pooled investment vehicles | 3 | $77.3M |
| Charitable organizations | 12 | $11.8M |
| Corporations/business entities | 9 | $8.6M |
States served
CA, CO, LA, MA, NY, PA, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD