Red Swan Private Client
Red Swan Private Client is an SEC-registered wealth manager in Houston, TX with $165.3M assets under management (AUM, regulatory AUM), -93% over one year. See who owns Red Swan Private Client: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307278, SEC 801-118188, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $165.3M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 8
- Clients
- 7
- CRD
- 307278
- Ownership
- Tsang, Tin Ho; GONG, EVERETT; PATEL, SACHIN, UPENDRA; Nwokedi, Edward, Ikem; Chiosa, Cyril
How much AUM does Red Swan Private Client have?
Red Swan Private Client reported $165.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Red Swan Private Client?
Disclosed owners and executives of Red Swan Private Client include Tsang, Tin Ho, GONG, EVERETT, PATEL, SACHIN, UPENDRA, Nwokedi, Edward, Ikem, Chiosa, Cyril. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.