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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Catalyst vital
- Established Date
- 12-21-2016
- Office Locations
- 2
Office Locations
About Black Swift Group, LLC
Black Swift Group is an SEC-registered RIA and investment manager (founded 2016) based in Boulder, CO. The firm builds custom, risk-managed portfolios for high-net-worth individuals, family offices, and institutions, blending quantitative and qualitative research to seek global sources of return across public and private markets. Positioned to source capacity-constrained opportunities often inaccessible to larger firms; custody includes Pershing.
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Owner & Executives
GREGORY JOEL CASALS
Chief Investment Officer, Managing Member
- CRD
- #2160891
- Ownership
- 75% or more
LINDA JO CASALS
--
- CRD
- #2402171
- Ownership
- 5% but less than 10%
Alpha zenith
Radial harbor
- CRD
- #25592
- Ownership
- 19.8%
Showing 2 of 3 owners & executives
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Richard B Anderson
--
- CRD
- #6968483
DONALD BRENDAN BYRNE
Account Manager
- CRD
- #2644819
Atlas element
Pathway insight
- CRD
- #36594
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $694,068,325 | $1,709,528 |
| Non-Discretionary | $0 | -- |
| Total | $694,068,325 | $1,709,528 |
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Separately Managed Accounts
Total SMA Asset: $616,782,920
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $133,709,578 | 18.0% |
| Other | $120,338,620 | 16.2% |
| U.S. Government/Agency | $325,359,973 | 43.8% |
| Cash | $163,422,818 | 22.0% |
| Total | $742,830,989 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE UNISON | MERIDIAN EMBER | MUS2NLUJP | ZMRV | 7.73% | $103,855,919 |
| CATALYST UNISON | DELTA VECTOR | EKJ5NE6T1 | WPNP | 4.74% | $113,422,070 |
| MOMENTUM MOMENTUM INSIGHT | PATHWAY ZENITH | 2WU2F1GF3 | FEE | 9.31% | $43,347,186 |
| EMBER LEGACY PRIME | PRIME ATLAS | BWMB2F7DL | RJQGJ | 7.50% | $35,476,148 |
| MOMENTUM TIMBER VECTOR | VERTEX PRIME | 2JYZQT5IA | BZC | 5.65% | $104,341,410 |
| SIGNAL HARBOR VECTOR | DELTA SUMMIT | RKEFDQR0F | TSMW | 8.64% | $34,440,089 |
| FOCUS PRIME FUSION | UNISON EMBER | IPXJILTW9 | UWM | 6.11% | $38,499,283 |
| OPTIMA TIMBER WAVE | PRIME ZENITH | WZMYNQ31W | QWO | 6.86% | $8,883,840 |