Black Swift Group, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 286084
- Registered since
- December 21, 2016
- Website
- blackswiftgroup.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI71.13%
- Individuals14.8%
- Pooled Investment Vehicles11.14%
- Charitable Organizations1.69%
- Corporations / Businesses1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Black Swift Group, LLC is an independent registered investment adviser structured as an LLC and SEC-registered since 2016. The firm is owned individually and serves both individual/family and institutional clients. Its advisory services include financial planning and discretionary portfolio management across individual investors, pooled investment vehicles, small businesses and institutions. Fee arrangements span percentage-of-AUM, fixed-fee engagements and performance-based fees. Black Swift also acts in sponsor/GP/managing-member roles for pooled investment vehicles, indicating direct involvement in creating or managing private funds. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser or pension consultant in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Other12%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3Eric Brody
Chief Operating OfficerCRD 6690157
Linda Casals
Chief Compliance OfficerCRD 2402171
Gregory Casals
Managing Member and Chief Investment OfficerCRD 2160891
Contacts
3 of 8
Adam Vrablec
Associate Vice PresidentCRD 7373006
Ryan Giles
Investment AnalystCRD 8258285
Tyler Hamilton
Managing DirectorCRD 7170710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$636M in ETFs
88%
$558M
7%
$77.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $85M | 868,064 | 13.37% |
Location
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 2595 Canyon Blvd
- Time zone
- MT (UTC-7)
- Office locations
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