GROUND SWELL CAPITAL, LLC
Firm details
- Headquarters
- FOLLY BEACH, South Carolina
- CRD number
- 159812
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ground Swell Capital, LLC is a hedge fund manager that runs portfolio management for pooled investment vehicles and acts as sponsor and general partner for its funds. The firm operates with an institutional client base and uses a fee model that combines a percentage of assets under management with performance-based fees. Public filings show the firm holds a mix of liquid equity instruments alongside significant allocations to non‑public strategies, indicating a multi‑sleeve approach that pairs tradable exposures with private and opportunistic investments. On the public side, Ground Swell uses exchange-traded funds and individual equities to establish market beta and tactical exposures; its largest disclosed holding is the Vanguard 500 Index Fund, which points to a meaningful S&P 500 allocation within the liquid sleeve. The bulk of the firm’s capital, however, resides in its hedge fund structures and in alternative investments such as private placements and third‑party hedge fund investments, which serve as the primary vehicle for delivering the strategy’s return profile and performance fees.
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
Contacts
3 of 6BENJAMIN STREET
PartnerCRD 5165258
JOEY FOXHALL
MemberCRD 6008182
SCOTT HOWELL
Founding PartnerCRD 4210917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$28.1M in ETFs
100%
$28M
<1%
$56.2K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $17.8M | 29,813 | 63.40% |
Location
FOLLY BEACH, SC
CHARLESTON
Location
FOLLY BEACH, SC
Headquartered in FOLLY BEACH, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 105 W Huron Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
VOLOFIN CAPITAL MANAGEMENT
RIADANIEL ISLAND, SC
LIBERTY HALL CAPITAL PARTNERS, L.P.
RIACHARLESTON, SC
CURRAN FINANCIAL PARTNERS, LLC
RIADANIEL ISLAND, SC
DISCIPLINE WEALTH SOLUTIONS, INC.
RIAGREENVILLE, SC
WEALTH MANAGEMENT ADVISORS, LLC
RIAGREENVILLE, SC
GLOBAL FRONTIER INVESTMENTS, LLC
RIACHARLESTON, SC