Black Swift Group, LLC
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Overview
Black Swift Group, LLC operates as an advisory company based in Boulder, Colorado. The company controls $392.1 million in assets under management over 271 accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). Black Swift Group, LLC has a small group, including 4 financial advisors. Black Swift Group, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like stocks, bonds and options.
Black Swift Group, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without needing to seek client permission. The company administers roughly $1.4 million in assets for every client account. An average advisor at Black Swift Group, LLC oversees about 68 client accounts, making it about average in terms of personalization.
The company's headquarters is located at 2700 Canyon Blvd, Boulder, Colorado 80302. It is permitted to provide services to investors throughout a number of states, including California, Colorado, Florida, Nebraska, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Black Swift Group, LLC by the Numbers
$392.1 million
10
271
$1.4 million
Fee Structure
Financial management fees largely vary depending on which services are provided. Fees charged by Black Swift Group, LLC likely consist of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Black Swift Group, LLC does business with a number of different clients. The firm caters to retail investors, high net worth investors, pooled investment vehicles, charitable organizations and corporations. Out of its 271 customers, Black Swift Group, LLC's largest client type is retail investors, though it also serves 89 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 32.84%
- Other Individuals - 59.41%
- Corporations - 5.17%
- Charitable Organizations - 2.58%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Black Swift Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Black Swift Group, LLC
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Missoula, MT
Boulder, CO
Boulder, CO
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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