Investor · Humacao, Puerto Rico

Swan Wealth Management, Llc

Open Swan in the network graph →

Filings

6

SEC Form D

Connections

6

co-filers

Capital

$122.0M

across filings

Active

Apr 2017

to Jun 2022

Most-connected co-filers (6)

Randy Swan · Humacao, Puerto Rico6 shared Swan Wealth Management, Llc · Humacao, Puerto Rico6 shared Rusty Pickering · Alpharetta, GA4 shared William V. Thompson · MEMPHIS, TN4 shared Advisors 2 LLC Rcp · CHICAGO, IL2 shared Tricia M. Khan · Portsmouth, NH2 shared

Recent filings (6)

Swan Defined Risk Diversified Fund, LPJun 2022 · 4 co-filers Swan Defined Risk Diversified Fund, LPMay 2021 · 4 co-filers Swan Defined Risk Diversified Fund, LPMay 2020 · 4 co-filers Swan Defined Risk Diversified Fund, LPMar 2019 · 4 co-filers Swan Defined Risk Diversified Fund, LPMay 2018 · 4 co-filers Swan Defined Risk Diversified Fund, LPApr 2017 · 4 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Swan in the interactive graph →