SVN Capital, LLC

Overview

SVN Capital, LLC operates as an active manager with a hedge fund orientation and a dual focus on direct portfolio management for individual and small business clients as well as pooled investment vehicles. The firm charges both a percentage-of-assets fee and performance-based fees, reflecting a manager-paid structure commonly associated with hedge funds and concentrated strategies. SVN Capital serves a mix of individual & family and institutional clients, and it acts as sponsor, general partner and managing member for pooled vehicles it runs. Investment activity centers on equities—both separately managed exchange-traded positions and holdings inside pooled structures—and the firm also allocates to alternative real estate exposures, including REITs. SVN Capital is not positioned as an ESG-focused manager and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices