BLACK SWAN MANAGEMENT GROUP, INC.

Overview

Black Swan Management Group, Inc. operates as a small, privately owned advisory corporation that runs a discretionary portfolio management business. The firm charges clients on a percentage-of-assets-under-management basis and concentrates its investment activity in publicly available pooled vehicles rather than direct single-stock bets. Its filings identify a client base skewed toward institutional relationships while its advisory mandate centers on portfolio management for individuals and small businesses. The firm does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Investment practice appears conservative and allocation-driven: the bulk of assets are placed in mutual funds and other public funds to get broad market exposure, with a smaller portion held in other account structures. The firm is not listed as a capital allocator and does not report formal pension consulting or multi-adviser affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices