| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Higher Ground SPV, LP | Private Equity | $111.1M | — |
| Sip Argus Co-Invest, LP | Private Equity | $62.7M | — |
| Swan Investment Partners Fund I, LP | Private Equity | $49.8M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Chanda Rae Noble Control | Operations Manager, Chief Compliance Officer | Under 5% | 2026 |
| Higher Ground Ugp, LLC Control | General Partner | Under 5% | 2024 |
| Paul Arthur Teske Control | Initial Limited Partner | Over 75% | 2024 |
Swan Investment Partners, LP reports $334.2 million in regulatory assets under management on its Form ADV.
Swan Investment Partners, LP manages 5 private funds with combined gross assets of $247.4 million.
Swan Investment Partners, LP reports 5 employees.
Swan Investment Partners, LP is based in Old Greenwich, CT.
Swan Investment Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18 Arcadia Road, Old Greenwich, CT 06870 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $334.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $334.2M |