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Building 2SVRN ASSET MANAGEMENT, LLC

Map pinAUSTIN, TX
Phone773-442-2294
NotebookSEC #801-121279
Total AUM
$231.5M
Employees
2
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 W 2ND ST
SUITE 1900
AUSTIN
TX 78701
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
773-442-2294

ReceiptFinancials

Total AUM
$231.5M
Accounts
122
Discretionary
$162.9M
Accounts
108
Non-Discretionary
$68.6M
Accounts
14

ContactClients

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Individual Clients
5
AUM
$2.4M
HNW Individual Clients
17
AUM
$168.3M
Pooled Vehicle Clients
2
AUM
$21.5M
Charitable Organization Clients
1
AUM
$29.5M
Corporation or Business Clients
1
AUM
$9.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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