SOVIERO ASSET MANAGEMENT, LP

RIASEC RegisteredEst. 2021
Total AUM
$268M
Discretionary
$268M
100% of AUM
Avg account
$89.2M
Accounts
3
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
298418
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Soviero Asset Management, LP is a limited partnership organized as a hedge fund and registered with the SEC in 2021. The firm serves institutional clients and operates as a commodity pool operator/commodity trading advisor (CPO/CTA) while providing portfolio management for pooled investment vehicles. Its fee arrangements combine a percentage-of-AUM charge with performance-based fees and other fees consistent with active hedge fund management. Soviero is not listed as an active ESG investor and is not identified as a multi-state or newly formed adviser. The firm also functions in sponsor/GP and managing-member roles for pooled vehicles rather than acting primarily as an independent capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • THOMAS SOVIERO

    Founding Partner and Chief Investment OfficerCRD 1707381

  • THOMAS KING

    Chief Financial OfficerCRD 3129708

  • MELISSA COLEMAN

    Partner & Chief Compliance OfficerCRD 4542706

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth