Black Swan

Black Swan operates as a registered investment advisor (RIA), per its regulatory filings. This imposes a fiduciary standard but does not carry the structural characteristics of a single-family office — namely, managing the unified wealth of one named family or group of families. Its public materials describe a financial planning and advisory practice for multiple clients.

There is no public record of Black Swan closing pooled private funds similar to a venture-capital or private-equity structure. The firm's practice appears built around separately managed accounts, which means each portfolio is individually constructed and held by the client, rather than commingled in a limited partnership vehicle.

Public filings and the firm's website domain suggest allocations across equities, fixed income, real estate, and potentially private alternatives. Specific tactical weightings are determined per client mandate, not by a house-level asset-allocation committee. Real estate investments are noted in certain disclosures, consistent with the firm's Florida base.

As a regional RIA without a publicized venture arm or broker-dealer affiliation, Black Swan likely sources through traditional financial-intermediary channels — custodial platforms, wholesalers, and local real estate networks — rather than proprietary direct deal flow. No proprietary origination model has been publicly described.

Black Swan is headquartered in West Palm Beach and its public record points to a primarily US-focused investment profile. Any cross-border allocations would be executed through third-party funds or public securities, as the firm does not advertise international offices or dedicated non-US strategies.