SWAN GLOBAL MANAGEMENT

Overview

Swan Global Management is an SEC-registered investment adviser organized as a limited liability company and operating since 2014. The firm’s mandate is portfolio management across individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory activities cover separate account management for individuals and small businesses, management for investment companies and pooled vehicles, and portfolio services for businesses and institutions. Investment positioning is equity‑centric. Filings show a clear preference for exchange‑traded equities and equity-based strategies delivered through separately managed accounts and pooled vehicles. The firm does not identify as an active ESG investor. Its structure and service set indicate an emphasis on discretionary, manager‑driven portfolio solutions rather than primarily advisory or consulting engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices