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Swan Global Investments

Swan Global Investments
1997 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment management services. 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.

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
  • 277 East Third Avenue
  • Unit A
  • Durango, CO 81301
  • United States

+1 (970) 000-0000

Swan Global Investments Valuation and Funding

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

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Swan Global Investments Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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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 & Portfolio Manager
Gibson Watson III Chief Strategy Officer
Jim Engelken Chief Compliance Officer
Randy Swan Founder, Chief Executive Officer, President and Lead Portfolio Manager

Swan Global Investments Board Members (1)

Name Representing Role Since Contact
Info
0000000 000000 FTV Capital Board Member 000 0000