RED SWAN PRIVATE CLIENT

Overview

Red Swan Private Client is a corporate-structured investment adviser that registered with the SEC in 2020. The firm provides portfolio management services to a mix of clients, with advisory activities listed for individuals and small businesses as well as for businesses and institutions. Its reported client base is institutional, and it bills clients primarily on a percentage-of-assets-under-management basis. The firm is not identified as an active ESG investor and is recorded as not functioning as a capital allocator. Industry affiliations include broker-dealer activity. Ownership is reported as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices