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Swan Capital Management, LLC
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Durango, Colorado
$1.9 billion AUM
1 office

Swan Capital Management, LLC is based in Durango, Colorado and has $1.9 billion in assets under management.

Location
1099 Main Avenue
Suite 206
Durango, CO 81301
$1.9 billion
AUM
11
Employees
AUM Share
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$1,948,278,104
Assets under management
20 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Investment companies 5 $1,948,278,104 100% $389,655,621
Employees Share
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11
Employees
2
Investment analysts
18% of total employees
AUM per employee Share
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$1,948,278,104
Assets under management
$177,116,191
AUM per employee
$974,139,052
AUM per investment analyst
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Compensation

Swan Capital Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Swan Capital Management, LLC provides the following services:

  • Portfolio management for investment companies
Firm data Share
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CRD number 164,280
SEC number 801-76701
Legal structure Limited Liability Company
Legal governance Colorado, United States
Latest ADV filing date March 12, 2020

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