REDSWAN PC, INC
Legal name: RED SWAN PRIVATE CLIENT
CRD #307278 SEC #801-118188 HOUSTON, TX 713-360-7928
SEC Registered
Total AUM
$2.4B
Discretionary
$0
Employees
8
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.4B | $0 | $2.4B | 8 | 0 |
| Mar 2025 | $2.4B | $0 | $2.4B | 8 | 0 |
| Mar 2024 | $2.5B | $0 | $2.5B | 2 | 0 |
| May 2023 | $1B | $0 | $1B | 4 | 0 |
| Apr 2023 | $1B | $0 | $1B | 4 | 0 |
| Apr 2023 | $1B | $0 | $1B | 4 | 0 |
| Feb 2023 | $1B | $0 | $1B | 4 | 0 |
| Apr 2022 | $303.7M | $303.7M | $0 | 2 | 0 |
| Mar 2022 | $303.7M | $303.7M | $0 | 3 | 0 |
| Mar 2022 | $303.7M | $303.7M | $0 | 2 | 0 |
| Jan 2022 | $188.2M | $188.2M | $0 | 2 | 0 |
| Dec 2021 | $188.2M | $188.2M | $0 | 2 | 0 |
| Feb 2021 | $188.2M | $188.2M | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 3 | 0 |
| Jul 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| Feb 2020 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees8
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees8
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees2
Clients0
DateMay 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees4
Clients0
DateApr 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees4
Clients0
DateApr 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees4
Clients0
DateFeb 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees4
Clients0
DateApr 2022
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$188.2M
Discretionary$188.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$188.2M
Discretionary$188.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$188.2M
Discretionary$188.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0