Swan & Legend Advisors LLC

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Assets, Funds, Holdings

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Swan & Legend Advisors LLC
CRD #175323
SEC #802-81149
CIK #
AUM
Employees
Phone703-646-9445
Address108 Loudoun St SW
Leesburg, VA 20175
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02010201420192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
VC Swan Hospitality 4 LLC [2022-03-15] 15.0 15.1
VC Swan Hospitality 2 LLC [2021-03-24] 0.0 31.5
VC Swan Hospitality 3 LLC [2021-03-24] 0.0 16.7
VC Swan Media 1 LLC [2021-03-24] 5.4 85.5
VC Swan & Legend Fund 4 LP 2019-02-21 157.4
VC Swan & Legend Fund 3 LP [2016-02-18] 0.0 115.9
VC Swan & Legend Fund 2 LP [2015-03-11] 17.6 28.2
AUM Breakdown Accounts AUM ($)
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 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2024
Todd Klein 22
David Bosserman 10
Fredrick Schaufeld 9
Anthony Nader III 6
Rodney Brown 5
Swan & Legend Advisors LLC 4
Frederick Schaufeld 4
Anthony Nader 4
Swan Hospitality 3 GP LLC 2
Swan & Legend Fund 3 GP LLC 1
View All
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