Black Swift Group, LLC
Black Swift Group, LLC is an SEC-registered wealth manager in Boulder, CO with $694.1M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Black Swift Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286084, SEC 801-108740, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $694.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Boulder, CO
- Employees
- 9
- Clients
- 406
- CRD
- 286084
- Ownership
- CASALS, GREGORY, JOEL; CASALS, LINDA, JO; Traggis, Nicholas, George; BUCKO, STEPHANIE, CHARLENE; BERTONI, JEFFREY, WAYNE
How much AUM does Black Swift Group, LLC have?
Black Swift Group, LLC reported $694.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Black Swift Group, LLC?
Disclosed owners and executives of Black Swift Group, LLC include CASALS, GREGORY, JOEL, CASALS, LINDA, JO, Traggis, Nicholas, George, BUCKO, STEPHANIE, CHARLENE, BERTONI, JEFFREY, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.