Data / Investment advisers / California / Swift Ventures
Swift Ventures, Lafayette, CA: exempt reporting adviser with 8 private funds
Swift Ventures is an exempt reporting adviser with its main office in Lafayette, California and reports 8 private funds in its Form ADV filed March 17, 2026.
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- Registration
- Exempt reporting adviser
- CRD number
- 312847
- SEC file number
- 802-120605
- SEC status
- ERA, Active, effective February 23, 2021
- Legal name
- Swift Ventures Management, LLC
- Main office
- 3620 Happy Valley Rd Suite 101, Lafayette, CA 94549
- Phone
- (925) 236-0644
- Form of organization
- Limited Liability Company
- Private funds
- 8: 8 venture capital funds
- Gross assets of private funds
- $113,002,791
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Lafayette
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gebhardt Group, Inc | Lafayette | $346.4 million | Not listed | adviserinfo.sec.gov |
| The Foundation Investment Group | Lafayette | $286.5 million | Not listed | adviserinfo.sec.gov |
| Wallace Advisory Group, LLC | Lafayette | $269.5 million | Not listed | adviserinfo.sec.gov |
| Garner Financial Management | Lafayette | $152.6 million | Not listed | adviserinfo.sec.gov |
| Hyphen Wealth Management | Lafayette | $125.6 million | Not listed | adviserinfo.sec.gov |
| Length LLC | Lafayette | Not listed | 8 | adviserinfo.sec.gov |
| Bee Partners Management Company, LLC | Lafayette | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lafayette, CA
- Investment advisers in California
- Advisers that manage private funds
- Swift Ventures on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.