SWAGAR CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KALISPELL, Montana
CRD number
331904

Firm profile

FINTRX

Overview

Swagar Capital Management LLC operates as a small private fund sponsor and general partner, focused on managing pooled investment vehicles rather than providing traditional retail advisory services. The firm’s activity centers on private capital deployment, with an emphasis on venture capital-style funds. As sponsor and managing member of pooled vehicles, the firm acts as active allocator and manager of fund-level investments, taking GP responsibilities for fundraising, deal selection and portfolio oversight. Their profile—multiple small funds and a modest average fund size—points to a manager that targets early-stage or lower-denomination private investments where hands-on oversight and concentrated sponsor involvement are typical. Swagar Capital does not position itself as an ESG-focused or multi-state retail adviser in its reporting.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RYAN SWAGAR

    Co-Founder & Managing PartnerCRD 6222409

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KALISPELL, MT

FLATHEAD

Location

KALISPELL, MT

Headquartered in KALISPELL, MT, in the West of the United States.

Region
West
County
FLATHEAD
Address
1001 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth