BLACK SWIFT GROUP, LLC
C47
CRD 286084·SEC 801-108740·BOULDER, CO
AUM
$694.1M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $228.9M
'21 · $219.5M
'22 · $300.2M
'23 · $372.6M
'25 · $558.0M
'26 · $694.1M
'20'26
$228.9M → $694.1M▲ +203%
Client mix
| Individuals Other | 232 |
| Individuals High Net Worth | 150 |
| Charitable Organizations | 12 |
| Corporations | 9 |
| Pooled Investment Vehicles | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 2 advisors
'20'26
5 advisors → 2 advisors▼ -60%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2595 CANYON BLVDSUITE 330BOULDER, CO 80302
Business
2595 CANYON BLVDSUITE 330BOULDER, CO 80302
Edgar Recent Filings
13F-HR2026-04-24 · 0001704212-26-000004
13F-HR2026-02-10 · 0001704212-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited