SVN Global

RIASEC RegisteredEst. 2024

Total AUM

$38.3M

Discretionary

$38.3M

100% of AUM

Avg account

$441K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sao Paulo,
CRD number: 329494
Registered since: May 22, 2024
Custodians: APEX CLEARING CORPORATION, PERSHING LLC
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

SVN Global operates as a limited liability company and is registered with the SEC as of 2024. The firm is classified as a non-independent retail registered investment adviser focused on serving individual and family clients, providing portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management, and it reports full discretionary authority over client assets. Ownership is listed as a combination of a foreign entity and an individual. SVN Global does not position itself as a capital allocator; in addition to advisory services it has industry roles that include acting as a broker-dealer and sponsor, and serving as a general partner or managing member of pooled investment vehicles. The adviser is not an active ESG investor and is not registered as a multistate adviser.