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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

SWEDAN INVESTMENT MANAGEMENT

OUTSTANDING VALUE FINANCIAL MANAGEMENT, LLC, CRD 152553

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2c8e399-e35f-5c5a-434b-5d1bb92724fb

Data as of Aug 27, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Aug 27, 2012
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $56.0MItem 5.F on the latest filing (2012-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 59
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $4.2Mgross asset value as reported per fund; never fund size
Custody, client assets: $4.2M
SEC number: 801-71098
CRD: 152553
Filings on the tape: 6
First filed: Mar 30, 2012
Latest filed: Aug 27, 2012
Organised: Limited Liability Company, North Carolina

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SWEDAN INVESTMENT FUND LLC	Hedge Fund	$4.2M	Aug 27, 2012	16	Mar 30, 2012	reported	021-175729

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SWEDAN, KAREN, I.	NON-MANAGING MEMBER	C	yes	07/2008	Mar 30, 2012	Aug 27, 2012
SWEDAN, MARK, M	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	06/2008	Mar 30, 2012	Aug 27, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$56.0M	$9.0M	n/a	n/a	n/a	1	$4.2M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$56.0M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Advises (1)

→ SWEDAN INVESTMENT FUND LLCPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (2)

← SWEDAN, KAREN, I.OwnerNON-MANAGING MEMBER, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV
← SWEDAN, MARK, MOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2c8e399-e35f-5c5a-434b-5d1bb92724fb
First observed: Mar 30, 2012
Last observed: Aug 27, 2012 171 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SWEDAN INVESTMENT MANAGEMENT

OUTSTANDING VALUE FINANCIAL MANAGEMENT, LLC, CRD 152553

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2c8e399-e35f-5c5a-434b-5d1bb92724fb

Data as of Aug 27, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SWEDAN INVESTMENT FUND LLC

Hedge Fund

$4.2M

Aug 27, 2012

Mar 30, 2012

reported

021-175729

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SWEDAN, KAREN, I.

NON-MANAGING MEMBER

yes

07/2008

Mar 30, 2012

Aug 27, 2012

SWEDAN, MARK, M

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

06/2008

Mar 30, 2012

Aug 27, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$56.0M

$9.0M

n/a

$4.2M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$56.0M

n/a