Swan & Legend Advisors, Llc
State-registered
Investment Adviser
CRD 175323
· SEC file 802-81149
· Leesburg, VA
· WWW.SWANANDLEGEND.COM
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ADV data as of Jul 15, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $180M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Swan & Legend Fund 4, Lp | Venture Capital Fund | Delaware | $105M | 116 |
| Swan & Legend Fund 3, Lp | Venture Capital Fund | Delaware | $51.1M | 78 |
| Swan & Legend Fund 2, L.P. | Venture Capital Fund | Delaware | $15.6M | 59 |
| Swan Media 1 Llc | Venture Capital Fund | Delaware | $8.5M | 18 |
| Swan Hospitality 4 Llc | Venture Capital Fund | Delaware | $0 | 45 |
| Swan Hospitality 2 Llc | Venture Capital Fund | Delaware | $0 | 10 |
| Swan Hospitality 3 Llc | Venture Capital Fund | Delaware | $0 | 26 |
Private funds (7, $180M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Swan & Legend Fund 4, Lp | Venture Capital Fund | $105M | $250K | 116 |
| Swan & Legend Fund 3, Lp | Venture Capital Fund | $51.1M | $250K | 78 |
| Swan & Legend Fund 2, L.P. | Venture Capital Fund | $15.6M | $100K | 59 |
| Swan Media 1 Llc | Venture Capital Fund | $8.5M | $250K | 18 |
| Swan Hospitality 4 Llc | Venture Capital Fund | $0 | $250K | 45 |
| Swan Hospitality 2 Llc | Venture Capital Fund | $0 | $250K | 10 |
| Swan Hospitality 3 Llc | Venture Capital Fund | $0 | $250K | 26 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗