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RIA · CRD 173621SEC-Registered

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Swan Global Management

Swan Global Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 173621, SEC file 801-80552).

Overview

Swan Global Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 173621, SEC file 801-80552). Its main office is in Humacao, Puerto Rico. Its Form ADV filed on 18 March 2026 reports $2,388,188,410 in regulatory assets under management across 1,231 accounts.

General information

Firm type

Registered Investment Adviser

AUM

$2.4B regulatory AUM (Form ADV, March 2026)

Location

Region

North America

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