Unclaimed Profile

Mark Andrew Meulenberg

SWIFT RUN CAPITAL MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia

Series 6, Series 7, Series 9, Series 10, Series 63, Series 66Clean record12 years registeredSWIFT RUN CAPITAL MANAGEMENT, LLC

310 4TH STREET NE SUITE 102, CHARLOTTESVILLE, VA 22902-5299CRD# 2555981Firm CRD# 159345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Andrew Meulenberg · CHARLOTTESVILLE, VA

Registration

CRD #2555981 · SWIFT RUN CAPITAL MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

MASONRY CAPITAL MANAGEMENT, LLC

Aug 2018 – present

SWIFT RUN CAPITAL MANAGEMENT

Aug 2013 – Sep 2013

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · August 20, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWIFT RUN CAPITAL MANAGEMENT, LLC

CRD 159345 · SEC 801-79419

AUM

$75M

Regulatory assets under management

Employees

92 client accounts

Services offered by SWIFT RUN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SWIFT RUN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Andrew Meulenberg offer?

Mark Andrew Meulenberg specializes in Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Mark Andrew Meulenberg's credentials?

Mark Andrew Meulenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Andrew Meulenberg located?

Mark Andrew Meulenberg is based in CHARLOTTESVILLE, Virginia, working with SWIFT RUN CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Mark Andrew Meulenberg charge for services?

Mark Andrew Meulenberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWIFT RUN CAPITAL MANAGEMENT, LLC?

SWIFT RUN CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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