SVN Global

Overview

SVN Global is a limited liability company operating as a retail wealth manager that serves individual and family clients. The firm is registered with the SEC; its registration became effective in 2024. Ownership is a mix of a foreign entity and an individual, and the firm is classified as a non-independent retail RIA. Its advisory work centers on portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM basis. SVN Global does not position itself as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm has industry roles that include acting as a broker-dealer/sponsor and serving as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives