# Swan Investment Partners

Swan Investment Partners is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser
- **Region:** North America
- **Assets under management:** $334.2M regulatory AUM (Form ADV, July 2026)

## Regulatory record

- **CRD number:** 331679
- **SEC file number:** 801-136935
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-07-16
- **Reports private funds:** Yes

## About

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.

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Updated: 2026-10-17T15:46:29.948Z

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