|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Redswan PC Inc
✚
|
|
|---|---|
| CRD # | 307278 |
| SEC # | 801-118188 |
| CIK # | 0001833027 |
| AUM | $2.4 B (2025-05-12) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Phone | 713-360-7928 |
| Address | 4201 Main St Houston, TX 77002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 2.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 2.4 |
| Total | 2 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001833027] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granahan Investment Management LLC
✚
|
MA | 2.5 |
|
Silvant Capital Management LLC
✚
|
GA | 2.5 |
|
Michaud Capital Management LLC
✚
|
CO | 2.4 |
|
Capstone Financial Advisors Inc
✚
|
IL | 2.4 |
|
SAX Wealth Advisors LLC
✚
|
NJ | 2.4 |
|
ValueQuest Investment Advisors Private Ltd
✚
|
2.4 | |
|
Elevation Point Wealth Partners LLC
✚
|
CO | 2.4 |
|
Anchor Capital Advisors LLC
✚
|
MA | 2.4 |
|
Sarofim International Management Company LLC
✚
|
TX | 2.4 |
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.4 |