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Swagar Capital Management
Swagar Capital Management LLC is an SEC-registered investment adviser with its office in Kalispell, MT. The firm provides investment advice to clients.
Swagar Capital Management
Swagar Capital Management LLC is an SEC-registered investment adviser with its office in Kalispell, MT. The firm provides investment advice to clients. It is based in Kalispell.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Kalispell
Corporate office
New York, NY, United States
Principals
Jonathan Swagar
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Swagar Capital Management?
Jonathan Swagar serves as the principal and directs investment decisions. The office does not publicly list additional investment committee members or external advisors, consistent with a concentrated, principal-led governance model.
What is the wealth origin behind Swagar Capital Management?
The underlying wealth derives from real estate and private equity activities. Specific entities or transactions that generated the family's capital have not been publicly detailed, reflecting the office's private posture.
Does Swagar Capital Management accept outside investors?
No. The office functions as a traditional single-family office, deploying proprietary capital exclusively for the Swagar family. There is no indication of third-party vehicles, co-investment clubs, or a multi-family office structure.
What asset classes does Swagar Capital Management target?
The office focuses on real estate and private equity. Real estate investments likely include both commercial and residential income-producing properties, while the private equity allocation favors middle-market buyouts and growth-stage companies through direct investments and fund commitments.
How large is Swagar Capital Management's portfolio?
The office does not publicly disclose assets under management or aggregate deployment figures. No third-party publications have independently reported an AUM estimate, and the firm remains unranked in industry databases.
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