Svrn Asset Management, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 222518
- Registered since
- May 21, 2021
- Website
- svrn.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI72.69%
- Charitable Organizations12.73%
- Pooled Investment Vehicles9.3%
- Corporations / Businesses4.22%
- Individuals1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Svrn Asset Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both individual/family and institutional clients and provides financial planning plus portfolio management across client types, including pooled investment vehicles. Its fee schedule includes AUM-based fees, fixed fees and performance-based fees, and the firm also acts as a sponsor/manager of pooled vehicles and other adviser roles. Svrn does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities22%
- Private Funds12%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2Samuel Lee
Managing MemberCRD 6480717
Beck Duggleby
Investment Adviser RepresentativeCRD 7988070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$182M in ETFs
92%
$167M
4%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $38.6M | 104,299 | 21.25% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 500 W 2nd St
- Time zone
- CT (UTC-6)
- Office locations
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