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 #0002010993
AUM
Employees
Phone703-646-9445
Address108 Loudoun St SW
Leesburg, VA 20175
Source [IAPD] [EDGAR] [Website]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Sector Form 13F Holdings Value ($M)
Pinterest Inc 0.8
Airbnb Inc 0.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
7.56.04.53.01.50.02023202320242025
Type Form D Funds Date Sold ($M) AUM ($M)
VC Swan Media 2 LLC [2025-03-30] 0.0 4.2
VC Swan Media 3 LLC [2025-03-30] 0.0 5.4
VC Swan Hospitality 4 LLC [2022-03-15] 15.0 0.0
VC Swan Hospitality 2 LLC [2021-03-24] 0.0 0.0
VC Swan Hospitality 3 LLC [2021-03-24] 0.0 0.0
VC Swan Media 1 LLC [2021-03-24] 5.4 12.1
VC Swan & Legend Fund 4 LP 2019-02-21 78.6
VC Swan & Legend Fund 3 LP [2016-02-18] 0.0 40.2
VC Swan & Legend Fund 2 LP [2015-03-11] 17.6 15.8
AUM Breakdown Accounts AUM ($)
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 - 2025
Todd Klein 22
Fredrick Schaufeld 11
David Bosserman 10
David Strasser 9
Anthony Nader III 8
Rodney Brown 6
Swan Hospitality 3 GP LLC 4
Swan & Legend Advisors LLC 4
Anthony Nader 4
Frederick Schaufeld 4
View All
EDGAR Form CIK 2011 - 2025
13F-HR [0002010993]
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