SWAN INVESTMENT PARTNERS
Firm details
- Headquarters
- OLD GREENWICH, Connecticut
- CRD number
- 331679
- Registered since
- June 4, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PAUL TESKE
Managing Partner, FounderCRD 7913303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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