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 an SEC-registered hedge fund manager (SEC registered 2012) organized as a limited liability company and owned by an individual. The firm’s client base is institutional and its primary advisory activity is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of pooled vehicles. Fee arrangements include asset-based fees and performance-based compensation, along with other fee components. Ground Swell does not identify as an active ESG investor.
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
ETF holdings
1 of 20Active vs passive
$13.9M in ETFs
95%
$13.2M
2%
$695K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $6.3M | 66,127 | 44.95% |
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
Similar firms
Volofin Capital Management
RIADaniel Island, SC
Liberty Hall Capital Partners, L.P.
RIACharleston, SC
Curran Financial Partners, LLC
RIADaniel Island, SC
Discipline Wealth Solutions, Inc.
RIAGreenville, SC
Wealth Management Advisors, LLC
RIAGreenville, SC
Global Frontier Investments, LLC
RIACharleston, SC