SVRN ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$231M

Discretionary

$163M

70% of AUM

Avg account

$1.9M

Accounts

122

Employees

Advisory reps

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

FINTRX

Overview

Svrn Asset Management, LLC is an SEC-registered independent registered investment adviser organized as an LLC and operating since 2021. The firm serves both individual/family clients and institutional investors, providing financial planning and portfolio management across individual accounts, pooled investment vehicles, and business/institutional mandates. Its fee arrangements include asset-based fees, fixed fees, and performance-based fees. Svrn is not identified as an ESG-focused manager and is not flagged as a multi-state adviser; its reported industry roles include acting as an adviser and sponsor as well as serving as a general partner/managing member of pooled vehicles.