Swan Global Investments Overview

  • Founded
  • 1997
Founded
  • Status
  • Private
  • Employees
  • 49
Employees
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 2
  • Investments
  • 1

Swan Global Investments General Information

Description

Provider of investment management services based in Durango, Colorado. The company provides risk strategy, asset management, options strategies, investment management and financial services by using a combination of techniques that seek to hedge the market and generate market-neutral income through its experienced team of employees.

Contact Information

Formerly Known As
Swan Wealth Advisors
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 1099 Main Avenue
  • Suite 206
  • Durango, CO 81301
  • United States
+1 (970) 000-0000
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Swan Global Investments Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Swan Global Investments Executive Team (5)

Name Title Board Seat Contact Info
Ethan Bates Chief Financial Officer
Robert Swan Chief Operating Officer & Co-Portfolio Manager
Gibson Watson III Chief Strategy Officer
Randy Swan Founder, Chief Executive Officer, President and Lead Portfolio Manager
You’re viewing 4 of 5 executive team members. Get the full list »

Swan Global Investments Board Members (1)

Name Representing Role Since
0000000 000000 FTV Capital Board Member 000 0000
To view Swan Global Investments’s complete board members history, request access »

Swan Global Investments Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Swan Global Investments Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Swan Global Investments Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 00000 02-Dec-2019 00 0000000 Real Estate Services (B2C)
To view Swan Global Investments’s complete investments history, request access »