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Redswan PC Inc
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CRD # | 307278 |
SEC # | 801-118188 |
CIK # | 0001833027 |
AUM | $1.0 BB (2023-02-10) |
Employees | 4 (25% Investors, 0% Brokers) |
Phone | 713-360-7928 |
Address | 8121 Broadway Houston, TX 77061 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Red Swan Real Estate Fund LLC | 2020-07-23 | 303.7 |
AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 8 | 1,042.3 |
(n) Other | 0 | 0.0 |
Total | 8 | 1,042.3 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 8 | 1,042.3 |
Total | 8 | 1,042.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,042.3 | |
Total | 8 | 1,042.3 |
EDGAR Form | CIK | 2011 - 2024 |
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D | [0001833027] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Asset Advisors Investment Management LLC
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|
GA | 1.1 |
Healthequity Advisors LLC
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|
UT | 1.1 |
Sheaff Brock Investment Advisors LLC
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|
IN | 1.0 |
Mill Capital Management LLC
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|
NC | 1.0 |
Abbrea Capital LLC
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|
CA | 1.0 |
Patton Albertson Miller Group LLC
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|
TN | 1.0 |
Banyan Tree Asset Management LLC
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|
CA | 1.0 |
Professional Advisory Services Inc
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|
FL | 1.0 |
Rossmore Private Capital LLC
✚
|
CT | 1.0 |
Baldwin Investment Management LLC
✚
|
PA | 1.0 |