Cygnus Capital Advisors, LLC

RIASEC RegisteredEst. 2024
Total AUM
$230M
Discretionary
$230M
100% of AUM
Avg account
$38.3M
Accounts
6
Employees
8
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
323041
Registered since
January 18, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles46.02%
  • Other Investment Advisers34.82%
  • HNWI19.15%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cygnus Capital Advisors, LLC is an SEC-registered hedge fund organized as an LLC. The firm provides portfolio management for pooled investment vehicles and for individuals/small businesses while identifying its client base primarily as institutional. Its fee arrangements combine percentage-of-AUM, fixed fees, and performance-based components consistent with hedge-fund style mandates. Cygnus is active as a sponsor/General Partner/managing member of pooled vehicles and does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Asset Custody

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 80%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2
  • Christopher Swann

    Founder & Chief Exceutive OfficerCRD 7721448

  • Dipo Popoola

    CFO & ControllerCRD 7722052

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$3.1M in ETFs

Passive

73%

$2.3M

Active

0%

$841K

ETFProviderStyleCategoryValueShares% of portfolio
KRANESHARES CSI CHINA INTERNET ETF (KWEB)KraneSharesPassiveChina Region$1.4M55,86043.56%

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3060 Peachtree Rd Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth