Black Swift Group, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 286084
- Registered since
- December 21, 2016
- Website
- blackswiftgroup.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI71.13%
- Individuals14.8%
- Pooled Investment Vehicles11.14%
- Charitable Organizations1.69%
- Corporations / Businesses1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Black Swift Group, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2016. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its fee model includes asset-based fees, flat fees and the ability to charge performance-based fees. Advisory services span financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional entities. The firm also acts in sponsor/GP and managing-member roles for pooled vehicles it sponsors. Black Swift Group does not identify as an active ESG investor and is not designated as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Other12%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3Eric Brody
Chief Operating OfficerCRD 6690157
Linda Casals
Chief Compliance OfficerCRD 2402171
Gregory Casals
Managing Member and Chief Investment OfficerCRD 2160891
Contacts
3 of 8
Adam Vrablec
Associate Vice PresidentCRD 7373006
Ryan Giles
Investment AnalystCRD 8258285
Tyler Hamilton
Managing DirectorCRD 7170710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$799M in ETFs
89%
$708M
6%
$91.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $103M | 869,331 | 12.94% |
Location
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 2595 Canyon Blvd
- Time zone
- MT (UTC-7)
- Office locations
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