A complete list of active advisors currently associated with Black Swift Group, LLC

Warmer can help you find a great advisor at Black Swift Group, LLC or one who fits your needs even better.

Black Swift Group provides discretionary investment management and financial planning for high‑net‑worth individuals, corporations, trusts, foundations and other entities via separately managed accounts and by advising private limited‑partnership funds. As of January 31, 2026 the firm reported roughly $694 million in discretionary assets across about 382 client relationships, generally applying a $2 million minimum for SMAs while its pooled funds currently state a $500,000 minimum. The firm combines a top‑down approach using indices and sector baskets with fundamental, bottom‑up security selection across equities and fixed income, and supplements portfolios with alternative investments and private fund interests. Black Swift routinely employs derivative strategies (including options) and, where appropriate, borrowing or leverage to hedge exposures and manage capital efficiency, and tailors outcomes through risk‑tolerance assessments and client‑specific restrictions. Notably, Black Swift and an affiliate act as sponsor and investment manager for multiple private pooled vehicles that include performance‑based allocations subject to high‑water marks and audited annual reporting, creating side‑by‑side management of SMAs and funds. The firm’s mix of pooled‑vehicle sponsorship, performance allocations, regular performance reporting to investors, and routine use of derivatives and borrowing in client accounts differentiates its practice from many peers of similar size, and it also directs a portion of certain fund management fees to a nonprofit charity.

To learn more about the advisors currently working at Black Swift Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.