Svane Capital, LLC

Overview

Svane Capital, LLC operates as a small, equity-focused advisory practice that manages portfolios for individuals and small businesses. The firm shows a clear preference for exchange-traded equities, allocating the vast majority of its portfolio assets to liquid, publicly listed securities. Fee arrangements are based on a percentage of assets under management, and advisory services center on discretionary portfolio management rather than pension consulting or multi-state institutional mandates. The firm’s investment posture appears centered on straightforward equity exposure, likely implemented through a mix of individual stocks and ETFs to achieve market and sector tilts. Outside of public equities, Svane Capital supplements client portfolios with selected mutual funds and annuity products and retains relationships with third‑party managers for real estate allocations, indicating a limited but intentional use of alternatives to diversify return streams and income profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices