Seva Funds, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335010
- Custodians
- J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI94.64%
- Individuals3.57%
- Pooled Investment Vehicles1.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Seva Funds, LLC is a Connecticut-based limited liability company that provides portfolio management to both individuals/families and institutional clients. The firm is registered with the SEC (SEC Registered Year: Unknown) and operates with a fee model that includes asset-based fees and performance-based compensation. Its advisory scope covers individual/small business portfolios as well as pooled investment vehicles; the firm is also identified as operating in a CPO/CTA capacity, which reflects an ability to run commodity pools or provide commodity trading advice. Seva Funds does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Andrew Haley
Portfolio ManagerCRD 4435774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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