Blue Swell Asset Management Private Limited

RIASEC RegisteredEst. 2019
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$302M
Accounts
7
Employees
9
Advisory reps
2

Firm details

Headquarters
Singapore,
CRD number
297731
Registered since
November 11, 2019
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.02%
  • Other3.98%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Swell Asset Management Private Limited is an owner-operated hedge fund manager that registered with the SEC in 2019 and targets institutional investors. The firm operates as a CPO/CTA and provides portfolio management for pooled investment vehicles, charging a combination of a percentage-of-assets fee and performance-based fees consistent with hedge fund economics. Blue Swell does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on both public markets and alternatives. The firm reports a preference for equities in its public holdings and also allocates to third-party alternative managers across hedge funds, real estate, and commodities. Its client base and product delivery are structured around pooled vehicles rather than individual advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Derivatives 17%83%
  • Exchange Traded Equities83%
  • Derivatives17%

Owners & executives

2 of 2
  • Colin Cheit Kuan Siew

    COOCRD 6854496

  • Tomofumi Oda

    CEOCRD 6980055

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
Oue Bayfront 0805
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth