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Clifford Swan Investment Counselors
Clifford Swan Investment Counselors was established in 1915 and functions as a registered investment adviser. It supplies advisory services to individuals,...
Overview
Clifford Swan Investment Counselors was established in 1915 and functions as a registered investment adviser. It supplies advisory services to individuals, high-net-worth individuals, and institutions. The firm executes through direct portfolio management, financial planning, and tax planning. No specific asset-class allocations, named holdings, or co-investors appear in available records. Operations remain centered in the United States. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months are recorded. The firm maintains a conventional RIA structure with no public indication of family-office hybridization or external fund commitments.
General information
Firm type
Wealth Manager
Year founded
1915
Location
Region
North America
Country
United States
City
Pasadena
Corporate office
Pasadena, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Clifford Swan Investment Counselors?
No named principals or CIO appear in public records.
Does Clifford Swan Investment Counselors participate in fund commitments or only direct deals?
Available information shows only direct advisory mandates; no fund commitments are disclosed.
What investment stages does Clifford Swan Investment Counselors typically target?
The firm focuses on portfolio management for existing clients rather than stage-specific venture or private equity deployment.
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