SC
Swell Collective Management, Llc
SEC-registered
Investment Adviser
CRD 327353
· SEC file 802-128427
· Lehi, UT
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ADV data as of Apr 17, 2026
- Regulatory AUM
- —
- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $114M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Swell Collective I, Lp | Venture Capital Fund | Delaware | $57.0M | 54 |
| Swell Capital Coinvest I Pag, Llc | Venture Capital Fund | Delaware | $43.4M | 25 |
| Jk Andrus Investments, Llc | Venture Capital Fund | Utah | $13.3M | 2 |
Private funds (3, $114M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Swell Collective I, Lp | Venture Capital Fund | $57.0M | $1.0M | 54 |
| Swell Capital Coinvest I Pag, Llc | Venture Capital Fund | $43.4M | $1.0M | 25 |
| Jk Andrus Investments, Llc | Venture Capital Fund | $13.3M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 991 KB | 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
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗