Swan Global Investments Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Private

  • Employees
  • 40

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Financing Rounds
  • 3

  • Investments
  • 2

Swan Global Investments General Information

Description

Provider of investment management services intended for individuals, institutions and advisors. The company provides risk strategy, asset management, options strategies, investment management and financial services by using a combination of techniques, thus seeking to hedge the market and generate market-neutral income for its clients.

Contact Information

Website
www.swanglobalinvestments.com
Formerly Known As
Swan Wealth Advisors, Swan Wealth Advisors, Inc.
Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Corporate Office
  • 277 East 3rd Avenue
  • Unit A
  • Durango, CO 81301
  • United States
+1 (970)
Primary Industry
Asset Management
Corporate Office
  • 277 East 3rd Avenue
  • Unit A
  • Durango, CO 81301
  • United States
+1 (970)

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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 Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Swan Global Investments Investments (2)

Swan Global Investments’s most recent deal was a Early Stage VC with Imperium Technologies for . The deal was made on 15-Dec-2023.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Imperium Technologies 15-Dec-2023 Early Stage VC Other Commercial Services
UPP Group 02-Dec-2019 PE Growth/Expansion Real Estate Services (B2C)
To view Swan Global Investments’s complete investments history, request access »

Swan Global Investments FAQs

  • When was Swan Global Investments founded?

    Swan Global Investments was founded in 1997.

  • Where is Swan Global Investments headquartered?

    Swan Global Investments is headquartered in Durango, CO.

  • What is the size of Swan Global Investments?

    Swan Global Investments has 40 total employees.

  • What industry is Swan Global Investments in?

    Swan Global Investments’s primary industry is Asset Management.

  • Is Swan Global Investments a private or public company?

    Swan Global Investments is a Private company.

  • What is Swan Global Investments’s current revenue?

    The current revenue for Swan Global Investments is .

  • How much funding has Swan Global Investments raised over time?

    Swan Global Investments has raised $23M.

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