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BLACK SWIFT GROUP, LLC
CRD 286084File 801-108740
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$694.1M
Above cohort median (national)
Discretionary AUM
$694.1M
Clients
406
406 accounts
Employees
9
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 21, 2016
- Principal office
- 2595 CANYON BLVD, SUITE 330, BOULDER, CO, 80302
- Phone
- 303-955-4381
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $694.1M
- Discretionary AUM
- $694.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 406
- Non-discretionary accounts
- 0
- Total accounts
- 406
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $8.6M |
| Charitable organizations | 12 | $11.8M |
| High net worth individuals | 150 | $493.7M |
| Pooled investment vehicles | 3 | $77.3M |
| Individuals (other than high net worth individuals) | 232 | $102.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 371 | 406 | increased by35 |
| Apr 1, 2026 | AUM | $558,017,086 | $694,068,325 | increased by$136,051,239 |
| Apr 1, 2026 | Accounts | 371 | 406 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 247 | 371 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $372,578,000 | $558,017,086 | increased by$185,439,086 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 246 | 371 | increased by125 |
| Apr 1, 2022 | Employees | 10 | 8 | decreased by2 |
| Apr 1, 2022 | Clients | 169 | 247 | increased by78 |
| Apr 1, 2022 | AUM | $300,168,600 | $372,578,000 | increased by$72,409,400 |
| Apr 1, 2022 | Accounts | 169 | 246 | increased by77 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLACK SWIFT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLACK SWIFT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.