SWAN Global Investments LLC
Legal Name: SWAN GLOBAL INVESTMENTS, LLC
Full Contact Details
SWAN Global Investments LLC
1099 MAIN AVE, SUITE 206, DURANGO, CO
970-382-8901
970-382-8901
Other Info
SWAN Global Investments LLC is a Delaware-based Limited Liability Company that employs 20 individuals, including six advisors to cater to its 4448 clients. The SEC has approved the firm, with a registration date as of January 4, 2010.
Public
Swan Global Investments offers time-tested hedged equity solutions to help long-term investors generate consistent returns & protect irreplaceable capital.
Swan Defined Risk Funds | Swan Global Investments
Swan Defined Risk Funds are a suite of distinct, hedged equity funds designed for capital appreciation while minimizing the downside risk of equity markets.
Swan Defined Risk Funds | Swan Global Investments
Swan Defined Risk Funds are a suite of distinct, hedged equity funds designed for capital appreciation while minimizing the downside risk of equity markets.
Swan Defined Risk Funds | Swan Global Investments
Swan Defined Risk Funds are a suite of distinct, hedged equity funds designed for capital appreciation while minimizing the downside risk of equity markets.
Public
Swan Global Investments offers time-tested hedged equity solutions to help long-term investors generate consistent returns & protect irreplaceable capital.
Direct Owners
-
BRADLEY OWEN ACKERMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
RANDALL WILLIAM SWAN
CEO owns less than 5%
-
ROBERT BRADLEY SWAN
COO owns less than 5%
-
SWAN GLOBAL HOLDINGS-US, LLC
OWNER owns 75% or more
Indirect Owners
-
RANDALL WILLIAM SWAN
OWNER owns more than 50% but less than 75%
-
RANDALL WILLIAM SWAN
OWNER owns more than 50% but less than 75%
-
SWAN CAPITAL MANAGEMENT HOLDINGS, INC
OWNER owns more than 25% but less than 50%
-
SWAN WEALTH ADVISORS HOLDINGS, INC
OWNER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
- SPDR S&P 500 ETF TR $1,168,811k
- SPDR S&P 500 ETF TR TR UNIT $525,638k
- SPDR S&P 500 ETF TR $379,455k
- SELECT SECTOR SPDR $265,906k
- SELECT SECTOR SPDR $262,841k
- SELECT SECTOR SPDR TR SBI CONS STPLS $259,233k
- SELECT SECTOR SPDR $257,578k
- SELECT SECTOR SPDR TR SBI INT-UTILS $257,055k
- SELECT SECTOR SPDR $254,742k
- SELECT SECTOR SPDR TR $252,008k