RIA Intelligence

SVRN ASSET MANAGEMENT, LLC

CRD #222518 SEC #801-121279 AUSTIN, TX 773-442-2294
SEC Registered Private Funds
Total AUM
$211.9M
Discretionary
$141.1M
Employees
2
Clients
0
Accounts
150

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
ACHESON, LEO, KIPARTNER/CCONA Control
LEE, SAMUEL, YIMANAGING MEMBER/CCOE Control
LEE, SAMUEL, YIMANAGING MEMBER/CCOE Control
LEE, SAMUEL, YIMANAGING MEMBER/CCOE Control
LEE, SAMUEL, YIMANAGING MEMBER/CCOE Control
LEE, SAMUEL, YIMANAGING MEMBER/CCOE Control
LEE, SAMUEL, YIMANAGING MEMBER/CCOE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBER / CCOE Control
LEE, SAMUEL, YIMANAGING MEMBERE Control
LEE, SAMUEL, YIMANAGING MEMBER / CCOE Control
LEE, SAMUEL, YIMANAGING MEMBER / CCOE Control
LEE, SAMUEL, YIMANAGING MEMBER / CCOE Control

Registrations

Federal

IA
Feb 27, 2025 REGISTERED

Notice Filings (3)

IL LA TX

Address

111 CONGRESS AVENUE
SUITE 500
AUSTIN, TX 78701
United States
Phone: 773-442-2294