A complete list of active advisors currently associated with Swift Run Capital Management

Warmer can help you find a great advisor at Swift Run Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Swift Run Capital Management, 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.