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SVRN ASSET MANAGEMENT, LLC
CRD 222518 · SEC 801-121279
500 W 2ND ST, SUITE 1900, AUSTIN, TX, 78701, United States
Phone
773-442-2294
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.5M
Discretionary AUM
$162.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.4M |
| High net worth individuals | 17 | $168.3M |
| Pooled investment vehicles | 2 | $21.5M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD