Swan Investment Partners

RIASEC RegisteredEst. 2026
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 and operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its funds rather than acting as a third‑party capital allocator. Its stated fee model combines a percentage of assets under management with performance‑based fees. Swan is not flagged as an active ESG investor and is not registered as a multistate adviser; SEC registration is listed as 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth