SWIFT RUN CAPITAL MANAGEMENT

Overview

Swift Run Capital Management is a small, SEC-registered investment adviser organized as a limited liability company. Founded and registered in 2014, the firm serves high-net-worth individuals, families and a select set of institutional or business clients, focusing on portfolio management for individuals and small businesses. Its business model combines traditional percentage-of-AUM billing with performance-based fees, which suggests the firm runs portfolios with measurable active strategies and may negotiate incentive arrangements for certain clients or mandates. Investment activity tilts strongly toward public equities: exchange-traded securities are the single largest asset class the firm manages. Swift Run is not an active ESG investor and is not structured as a multi-state adviser or pension consultant. The firm does not present itself as a capital allocator or a multi-adviser platform; instead, it operates as a boutique manager that mixes discretionary mandates with a portion of non-discretionary accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices