Swell Asset Management

Finance · Australia · 1-10 Employees

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Overview

Headquarters

L 12 2 Corporate Ct, Bundall, Queensland...

Phone Number

+61 755510299

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About Swell Asset Management

Swell Asset Management is a boutique investment manager based in Queensland, specializing in high-quality global businesses and long-term capital preservation. Established in 2014, it serves high-net-worth individuals, family offices, and institutional investors, targeting an absolute return of 9% per annum. The firm employs a concentrated investment strategy, focusing on a limited number of exceptional companies with sustainable competitive advantages. Swell emphasizes transparency, risk control, and alignment of interests with its clients, ensuring a long-term orientation in its investment approach.Explore more
Swell Asset Management's Social MediaPopular SearchesSwell Asset Management Pty LtdSwell Asset ManagementSwell AssetSIC Code 62,628NAICS Code 52,523Show more

Swell Asset Management Org Chart

PhoneEmail
LH
Australia flag for contact location.

Chief Information Officer, Swell Asset Manage...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Swell Asset Management

$5.8M
1-10
Private
-
2014
LH
Lachlan HughesChief Information Officer, Swell Asset Management
$8.7M
11-50
Private
-
2005
N/A
$7.5M
11-50
Private
-
1996
Richard Proctor, Chief Operating Officer & Chief Financial Officer & Company Secretary at Clime
Richard ProctorChief Operating Officer & Chief Financial Officer & Company Secretary
<$5M
11-50
Private
-
1995
JM
Jill MayClient Relations Head
<$5M
11-50
Private
-
2017
Thomas Schubert, Co-Founder & Chief Executive Officer at Drummond Capital Partners
Thomas SchubertCo-Founder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2014
AM
Andrew McKayChairman, Investment & Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Swell Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Swell Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Swell Asset Management.

Swell Asset Management Tech Stack

A closer look at the technologies used by Swell Asset Management

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Frequently Asked Questions Regarding Swell Asset Management

What is Swell Asset Management's official website?
Swell Asset Management's official website is www.swellasset.com.au
What is Swell Asset Management's Revenue?
Swell Asset Management's revenue is $5.8 Million
What is Swell Asset Management's SIC code?
Swell Asset Management's SIC: 62,628
What is Swell Asset Management's NAICS code?
Swell Asset Management's NAICS: 52,523
How many employees does Swell Asset Management have?
Swell Asset Management has 1-10 employees
What industry does Swell Asset Management belong to?
Swell Asset Management is in the industry of: Finance, Securities Trading
What is Swell Asset Management competition?
Swell Asset Management top competitors include: Private Portfolio Managers, Drummond Capital Partners, Ralton Asset Management, Infinitas Asset Management
What technology does Swell Asset Management use?
Some of the popular technologies that Swell Asset Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Swell Asset Management?
Swell Asset Management contact info: Phone number: +61 755510299 Website: www.swellasset.com.au
What does Swell Asset Management do?

Swell Asset Management is a boutique investment manager based in Queensland, specializing in high-quality global businesses and long-term capital preservation. Established in 2014, it serves high-net-worth individuals, family offices, and institutional investors, targeting an absolute return of 9% per annum. The firm employs a concentrated investme... nt strategy, focusing on a limited number of exceptional companies with sustainable competitive advantages. Swell emphasizes transparency, risk control, and alignment of interests with its clients, ensuring a long-term orientation in its investment approach.Read More

What are Swell Asset Management social media links?
Swell Asset Management Linkedin page Swell Asset Management Twitter page Swell Asset Management Facebook page
Is Swell Asset Management a public company?
Swell Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Swell Asset Management

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