SWAN INVESTMENT PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OLD GREENWICH, Connecticut
CRD number
331679
Registered since
June 4, 2024

Firm profile

FINTRX

Overview

Swan Investment Partners is organized as a limited partnership and completed SEC registration in 2024. The firm is set up to sponsor and manage pooled investment vehicles, serving as sponsor, general partner, and managing member for its funds. Public filings indicate a focus on private fund investing rather than traditional advisory relationships; Swan is not identified as an active ESG investor, and it is not registered as a multistate adviser or described as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PAUL TESKE

    Managing Partner, FounderCRD 7913303

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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