Overview
Assets Under Management: $212 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 14
Average Client Assets: $11 million
Frequently Asked Questions
SVRN ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #222518), SVRN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SVRN ASSET MANAGEMENT, LLC is headquartered in AUSTIN, TX.
SVRN ASSET MANAGEMENT, LLC serves 14 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, SVRN ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SVRN ASSET MANAGEMENT, LLC manages $212 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, SVRN ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.44
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 150
Discretionary Accounts: 84
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 222518
Last Filing Date: 2025-02-27 00:00:00
Website: https://svrn.co