Swan Investment Partners

Private Equity SEC-registered adviser

Legal name: Swan Investment Partners, LP

Old Greenwich, CT Website LinkedIn

AUM

$334.2M
Regulatory AUM

Private funds

5
Private Equity 5

Private fund assets

$247.4M
Gross asset value

Employees

5

Last Form D raise

Dec 2025
Most recent fund filing

From SEC Form ADV filing (filed Jul 16, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

P
Managing Member, Higher Ground Ugp

Funds(5)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Sip Argus Co-Invest, LPPrivate Equity$62.7M——Dec 2025Warm
Sip Argus Co-Invest I-A, LPPrivate Equity$14.4M——Dec 2025Warm
Swan Investment Partners Fund I, LPPrivate Equity$49.8M——Dec 2025Warm
Swan Investment Partners Fund I-A, LPPrivate Equity$9.4M——Dec 2025Warm
Higher Ground SPV, LPPrivate Equity$111.1M——Apr 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
331679
SEC file number
801-136935

Sources