Swan Global Investments Overview

  • Founded
  • 1997
Founded
  • Status
  • Private
  • Employees
  • 19
Employees
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 2

Swan Global Investments General Information

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.

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
  • 277 East Third Avenue
  • Unit A
  • Durango, CO 81301
  • United States
+1 (970) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Swan Global Investments Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Swan Global Investments‘s full profile, request access.

Request a free trial

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
To view Swan Global Investments’s complete executive team members history, request access »

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

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Swan Global Investments Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Swan Global Investments‘s full profile, request access.

Request a free trial