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Building 2SWAN GLOBAL MANAGEMENT

Map pinHUMACAO, PR
Phone970-382-9055
NotebookSEC #801-80552
Total AUM
$2.4B
Employees
3
Clients
1,231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 RIDGE TOP DR.
PALMAS DEL MAR
HUMACAO
PR 00791
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
970-382-9055

ReceiptFinancials

Total AUM
$2.4B
Accounts
1,231
Discretionary
$2.4B
Accounts
1,231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,183
AUM
$379.8M
HNW Individual Clients
31
AUM
$12.7M
Investment Company Clients
17
AUM
$2B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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