Ground Swell Capital, LLC
Firm details
- Headquarters
- Folly Beach, South Carolina
- CRD number
- 159812
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ground Swell Capital, LLC is a privately owned hedge fund adviser that registers with the SEC and has been active since 2012. The firm serves institutional clients and operates primarily as an investment manager for pooled investment vehicles, taking sponsor and GP roles on funds it manages. Its compensation mix includes asset-based fees plus performance-based fees and other fee arrangements. Ground Swell does not present itself as a multi-state or ESG-focused adviser and is not identified as a pension consultant or capital allocator to external managers.
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
Contacts
3 of 6Benjamin Street
PartnerCRD 5165258
Joey Foxhall
MemberCRD 6008182
Scott Howell
Founding PartnerCRD 4210917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$54.4M in ETFs
96%
$52.1M
3%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34.1M | 45,595 | 62.81% |
Location
Folly Beach, SC
Charleston
Location
Folly Beach, SC
Headquartered in Folly Beach, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 105 W Huron Ave
- Time zone
- ET (UTC-5)
- Office locations
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