SWAN GLOBAL MANAGEMENT LLC
Legal name: SWAN GLOBAL MANAGEMENT
CRD #173621 SEC #801-80552 HUMACAO, PR 970-382-9055
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
3
Clients
--
Accounts
1,969
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.4B | $0 | 3 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 3 | 0 |
| Mar 2023 | $2.2B | $2.2B | $0 | 5 | 0 |
| Oct 2022 | $2.6B | $2.6B | $0 | 5 | 0 |
| Mar 2022 | $2.6B | $2.6B | $0 | 5 | 0 |
| Mar 2021 | $2.2B | $2.2B | $0 | 4 | 0 |
| Sep 2020 | $3.1B | $3.1B | $5.3M | 6 | 3,788 |
| Jun 2020 | $3.1B | $3.1B | $5.3M | 6 | 3,788 |
| Mar 2020 | $3.1B | $3.1B | $5.3M | 6 | 3,788 |
| Feb 2019 | $4.1B | $4.1B | $4.7M | 6 | 4,448 |
| Jul 2018 | $5B | $5B | $59.3M | 6 | 4,404 |
| Jul 2018 | $5B | $5B | $59.3M | 6 | 4,404 |
| Mar 2018 | $5B | $5B | $59.3M | 6 | 4,404 |
| Mar 2017 | $3.6B | $3.6B | $6.2M | 6 | 4,351 |
| Mar 2016 | $2.5B | $2.4B | $82M | 5 | 3,549 |
| Mar 2015 | $2B | $2B | $0 | 3 | 3,043 |
| Jan 2015 | $1.8B | $1.8B | $0 | 3 | 1 |
| Nov 2014 | $1.6B | $1.6B | $0 | 3 | 1 |
| Oct 2014 | $1.6B | $1.6B | $0 | 3 | 0 |
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.3M
Employees6
Clients3,788
DateJun 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.3M
Employees6
Clients3,788
DateMar 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.3M
Employees6
Clients3,788
DateFeb 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$4.7M
Employees6
Clients4,448
DateJul 2018
Total AUM$5B
Discretionary$5B
Non-Disc.$59.3M
Employees6
Clients4,404
DateJul 2018
Total AUM$5B
Discretionary$5B
Non-Disc.$59.3M
Employees6
Clients4,404
DateMar 2018
Total AUM$5B
Discretionary$5B
Non-Disc.$59.3M
Employees6
Clients4,404
DateMar 2017
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$6.2M
Employees6
Clients4,351
DateMar 2016
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$82M
Employees5
Clients3,549
DateMar 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees3
Clients3,043
DateJan 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees3
Clients1
DateNov 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees3
Clients1
DateOct 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees3
Clients0