|
⚲
|
| Redswan PC Inc
✚
|
|
|---|---|
| CRD # | 307278 |
| SEC # | 801-118188 |
| CIK # | 0001833027 |
| AUM | $165.3 M (2026-03-04) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Phone | 713-360-7928 |
| Address | 4201 Main St Houston, TX 77002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Red Swan Real Estate Fund LLC | 2020-07-23 | 303.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 0.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7 | 0.2 |
| Total | 7 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 7 | 0.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001833027] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vision Financial Management LLC
✚
|
OH | 0.2 |
|
Feltl Advisors LLC
✚
|
MN | 0.2 |
|
MK Brown Wealth Advisory LLC
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|
OH | 0.2 |
|
Dedeker Financial LLC
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MN | 0.2 |
|
Curtis Capital Advisors LLC
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KS | 0.2 |
|
KC Asset Management Inc
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|
0.2 | |
|
Wolfers Asset Management LLC
✚
|
0.2 | |
|
New England Schooner Inc
✚
|
MA | 0.2 |
|
Expressive Wealth LLC
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|
IL | 0.2 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.2 |