Black Swift Group, Llc
- Regulatory AUM
- $694M
- Discretionary
- $694M
- Clients
- 406
- Avg AUM / client
- $1.7M
- Accounts
- 406
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 232 | $103M | 14.8% |
| High net worth individuals | 150 | $494M | 71.1% |
| Pooled investment vehicles (non-investment companies) | 3 | $77.3M | 11.1% |
| Charitable organizations | 12 | $11.8M | 1.69% |
| Corporations and other businesses | 9 | $8.6M | 1.24% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $95.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pro Cyclist Institutional Fund, Lp | Hedge Fund | Delaware | $34.0M | 42 |
| Black Swift Healthier Focus Fund, Lp | Hedge Fund | Delaware | $21.8M | 38 |
| Black Swift Special Situations Fund Lp | Hedge Fund | Delaware | $19.0M | 11 |
| Pro Cyclist Fund, Lp | Hedge Fund | Delaware | $15.1M | 82 |
| Black Swift Partners Fund, Lp | Hedge Fund | Delaware | $5.9M | 9 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Joel Casals | Managing Member, Cio | CFA | Dec 2016 (10y) | 75% or more |
| Casals, Linda, Jo | Chief Compliance Officer | Jan 2018 (9y) | 5% – 10% | |
| Richard B Anderson | Registered representative | Jun 2018 (8y) | ||
| Tyler Shumway Hamilton | Registered representative | Feb 2020 (6y) | ||
| Timothy Joseph Shasserre | Registered representative | CFA | Jul 2023 (3y) | |
| Justin Paul Montreuil | Registered representative | Jul 2023 (3y) | ||
| Donald Brendan Byrne | Registered representative | Jan 2025 (2y) | ||
| Adam Charles Vrablec | Registered representative | Jan 2026 (1y) | ||
| Ryan Hobbs Giles | Registered representative | Apr 2026 (0y) | ||
| Harold J Croley | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $95.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pro Cyclist Institutional Fund, Lp | Hedge Fund | $34.0M | $500K | 42 |
| Black Swift Healthier Focus Fund, Lp | Hedge Fund | $21.8M | $500K | 38 |
| Black Swift Special Situations Fund Lp | Hedge Fund | $19.0M | $500K | 11 |
| Pro Cyclist Fund, Lp | Hedge Fund | $15.1M | $500K | 82 |
| Black Swift Partners Fund, Lp | Hedge Fund | $5.9M | $500K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $694M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗