Swan Capital Management is an investment advisor in Durango with $1.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
371693377
SEC advisor number
801-76701
FINRA CRD number
164280
AUM ?
$1.39 bn
(as of 19 Mar 24)
Accounts
20
(as of 19 Mar 24)
Employees
8
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 May 24
13F-NT
Notice of holdings reported by another manager
12 Feb 24
13F-NT
Notice of holdings reported by another manager
9 Nov 23
13F-NT
Notice of holdings reported by another manager
10 Aug 23
13F-NT
Notice of holdings reported by another manager
8 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
13F-NT
Notice of holdings reported by another manager
8 Nov 22
13F-NT
Notice of holdings reported by another manager
9 Aug 22
13F-NT
Notice of holdings reported by another manager
10 May 22
13F-NT
Notice of holdings reported by another manager
11 Feb 22