Swan Investment Partners

RIASEC Registered
Total AUM
$334M
Discretionary
$334M
100% of AUM
Avg account
$66.8M
Accounts
5
Employees
5
Advisory reps
2

Firm details

Headquarters
Old Greenwich, Connecticut
CRD number
331679
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Swan Investment Partners is organized as a limited partnership that functions as a private equity manager and sponsor. The firm is registered with the SEC (registered in 2026) and positions itself to serve institutional investors through pooled investment vehicles it both manages and sponsors. Its stated advisory activity is portfolio management for pooled funds, and it acts as general partner/managing member for those vehicles. Fee arrangements combine a percentage-of-assets management fee with performance-based incentive fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Paul Teske

    Managing Partner, FounderCRD 7913303

  • Chanda Noble

    CRD 8287043

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Old Greenwich, CT

Fairfield

Location

Old Greenwich, CT

Headquartered in Old Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
18 Arcadia Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth