Swan Global Management

$2.39BAssets under management
as of Mar 2026 · SEC Form ADV
Humacao, PR
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No one at Swan Global Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $714M held · filed Mar 2024
Pershing
Per Form ADV · $57M held · filed Mar 2024
Fidelity
Per Form ADV · $41M held · filed Mar 2024
Stonex Financial Inc.
Per Form ADV · $8M held · filed Mar 2024
Raymond James
Per Form ADV · $400K held · filed Mar 2024
Tradestation Securities, Inc.
Per Form ADV · $160K held · filed Mar 2024