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BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED

SINGAPORE, Singapore · CRD 297731 · IAPD ↗ · +65-6202-9840

$2.11BRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

39
April 2026 — BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED reported RAUM up 47% ($1.31B -> $1.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED crossed $1B in regulatory AUM ($700.9M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.