Swift Run Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$75,600,000
Clients
52
Advisors
3
of 3 employees
About
Swift Run Capital Management provides discretionary portfolio management primarily to Qualified clients, including high‑net‑worth individuals, family offices, endowments, foundations, trusts and similar institutional investors. The firm delivers its services through separately managed accounts and, in select cases, custom accounts for strategically important non‑Qualified clients.
The firm follows an event‑driven, value‑oriented investment approach grounded in bottom‑up fundamental research and an emphasis on identifiable catalysts that can realize intrinsic value over a multi‑year horizon. Portfolios are intentionally concentrated (typically limited to roughly 25 holdings), may span the capital structure from equities to debt and derivatives, and may employ modest leverage, options or investments in less liquid or new‑issue securities when opportunities warrant.
A distinctive feature of the firm is its use of performance‑based incentive fees in addition to traditional management fees, a compensation structure that is relatively uncommon among supported peers and is calculated on capital appreciation with a high‑watermark and annual measurement period. SRCM also documents side‑by‑side allocation procedures to manage conflicts among accounts, negotiates bespoke arrangements for certain clients, and emphasizes position‑ and portfolio‑level controls such as industry and security concentration limits.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.75% annually for Qualified Clients with performance-based fee $0+: 1.50% annually for Custom Accounts or accounts not charged a performance-based fee
20% of capital appreciation (realized and unrealized gains), subject to a high watermark, charged annually and upon withdrawals.
Main office
310 4th Street NE Suite 102
Charlottesville VA 22902-5299
Advisors at this office
3
Most active in
Virginia
Also doing business as
Srcm · Swift Run Capital Management · Swift Run Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy M
Series 65
Charlottesville, VA
Swift Run Capital Management
Timothy Mullen is a financial advisor at Swift Run Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Swift Run Capital since 2013. Swift Run Capital Management provides discretionary portfolio management primarily to qualified high-net-worth individuals, family offices, endowments, foundations, trusts, and pension plans through separately managed accounts. The firm employs a single event-driven, value investing strategy focused on bottom-up fundamental research, maintaining concentrated portfolios and using modest leverage and hedging to manage risk.
Daniel G
Series 65
Charlottesville, VA
Swift Run Capital Management
Daniel Goodall is a financial advisor at Swift Run Capital Management in Charlottesville, VA, holding a Series 65 designation with 13 years of industry experience. He works alongside two other advisors at the firm. Swift Run Capital Management provides discretionary portfolio management primarily to qualified clients such as high-net-worth individuals, family offices, endowments, foundations, and trusts. The firm employs an event-driven, value-oriented investment strategy focused on bottom-up fundamental research, typically maintaining concentrated portfolios that may include equities, debt, derivatives, and selectively use leverage or less liquid securities.
Jonathan F
Series 65
Charlottesville, VA
Swift Run Capital Management
Jonathan Foltz is a financial advisor at Swift Run Capital Management with 19 years of industry experience and holds a Series 65 designation. He is a one-quarter owner of a real estate development business, which he is involved with on weekends. Swift Run Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, family offices, endowments, foundations, trusts, and pension plans. The firm employs a single event-driven, value investing strategy based on bottom-up fundamental research, focusing on concentrated portfolios with multi-year absolute return targets.
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