Swan Investment Partners, Lp
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 331679
· SEC file 801-136935
· Old Greenwich, CT
· www.linkedin.com
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ADV data as of Jul 16, 2026
- Regulatory AUM
- $334M
- Discretionary
- $334M
- Clients
- 5
- Avg AUM / client
- $66.8M
- Accounts
- 5
- Employees
- 5
AUM over time
$334M
$334M
Jun 29, 2026
Jul 16, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $334M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗