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Swan Wealth Management
Swan Wealth Management is an asset manager; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
SWAN WEALTH MANAGEMENT LLC is a state-registered investment adviser. It has 3 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
What investment strategies does Swan Wealth Management run?
Swan concentrates on private credit and direct real estate. The credit book focuses on middle-market senior secured loans, mezzanine debt, and preferred equity, while the real estate side targets stabilized multifamily, necessity-based retail, and industrial assets. The common thread is asset-backed, current-cash-flow-oriented origination in secondary growth markets.
How does Swan source its private credit deals?
The firm originates directly through borrower relationships and regional operating partners rather than relying on broadly marketed processes. This direct-origination model gives Swan access to transactions that require speed and certainty of execution, often involving transitional assets or complex recapitalizations that commercial banks are slower to underwrite.
Which geographic markets does Swan target?
The firm concentrates on secondary growth markets in the Sun Belt and Mountain West, including Phoenix, Nashville, and Salt Lake City. These metros benefit from net in-migration and business relocations, which sustain rental demand and property values in the multifamily, industrial, and necessity-based retail sectors Swan prefers.
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