Swan Global Management

Overview

Swan Global Management is an SEC-registered, individually owned limited liability company that operates as an institutional registered investment adviser. The firm provides fee-based portfolio management on a percentage-of-AUM basis to both individual and family clients as well as institutional investors. Its advisory services span separately managed accounts and pooled vehicles, covering portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional or business clients. Swan Global does not present itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices