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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 29, 2025 and July 9, 2026, reported AUM increased 24.4%, from $558.0M to $694.1M.
Across 5 reported observations, AUM increased 86.3% between October 21, 2022 and July 9, 2026, from $372.6M to $694.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 406 clients, or 203 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Black Swift Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY JOEL CASALS
Chief Investment Officer, Managing Member
- CRD
- #2160891
- Ownership
- 75% or more
ERIC ANDREW BRODY
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Richard B Anderson
--
- CRD
- #6968483
DONALD BRENDAN BYRNE
Account Manager
- CRD
- #2644819
Showing 2 of 10 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
SMA allocation detail is available
Black Swift Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Black Swift Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.