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Building 2SOVEREIGN'S CAPITAL MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404-260-2798
NotebookSEC #801-126307
Total AUM
$1.3B
Employees
37
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3350 RIVERWOOD PARKWAY
#670
ATLANTA
GA 30339
United States
Operating Hours
9AM TO 5PM ET
Monday - Friday
Phone
404-260-2798
Other Offices
3

ReceiptFinancials

Total AUM
$1.3B
Accounts
27
Discretionary
$1.3B
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$101.2M
Pooled Vehicle Clients
25
AUM
$1.2B
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
GATN

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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