SWIFT VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LAFAYETTE, California
CRD number
312847
Registered since
February 23, 2021

Firm profile

FINTRX

Overview

Swift Ventures is an LLC-structured investment adviser that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm registered with the SEC in 2021 and is owned by an individual. Its regulatory filings classify it as unclassified and indicate it is not a multi-state adviser, not an active ESG investor, and not positioned as a capital allocator to third-party managers. Swift Ventures’ activity centers on creating and managing pooled venture capital vehicles rather than providing traditional advisory relationships to retail or institutional advisory clients. Investment activity is concentrated in venture capital strategies. The firm serves as managing member and GP for its funds, which implies hands-on deal sourcing, lead investing or syndicate participation, and governance roles at the fund level. Because its client-facing advisory accounts are effectively nil, Swift Ventures’ allocation interest is toward private, high-growth equity opportunities accessed through fund structures it sponsors.

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

2 of 2
  • John Hughes

    General PartnerCRD 7340958

  • BRETT WILSON

    General PartnerCRD 2694384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAFAYETTE, CA

CONTRA COSTA

Location

LAFAYETTE, CA

Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
3620 Happy Valley Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth