Seva Funds, LLC

RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$1.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seva Funds, LLC is an LLC that operates as a commodity pool operator or commodity trading adviser and provides portfolio management for both pooled investment vehicles and for individuals and small businesses. The firm lists its primary client base as institutional, but its advisory scope explicitly includes direct portfolio management for smaller clients alongside management of pooled vehicles. Compensation includes a percentage-of-assets fee and performance-based fees, consistent with managers that run pooled or performance-oriented strategies. Seva Funds is not marked as an active ESG investor, is not a multistate adviser, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Andrew Haley

    Andrew Haley

    Portfolio ManagerCRD 4435774

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth