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Swan Investment Partners
Swan Investment Partners is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 331679, SEC file 801-136935).
Overview
Swan Investment Partners is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 331679, SEC file 801-136935). Its main office is in Old Greenwich, Connecticut. Its Form ADV filed on 16 July 2026 reports $334,190,177 in regulatory assets under management across 5 accounts. The firm reports that it advises one or more private funds.
General information
Firm type
Registered Investment Adviser
AUM
$334.2M regulatory AUM (Form ADV, July 2026)
Location
Region
North America
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