SOVEREIGN BAY ADVISORS LLC
Firm details
- Headquarters
- NAPERVILLE, Illinois
- CRD number
- 337245
- Registered since
- June 26, 2025
Firm profile
FINTRXOverview
Sovereign Bay Advisors LLC is organized as a limited liability company and was registered with the SEC in 2025. The firm’s ownership is a mix of a domestic entity and an individual. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not classified as a capital allocator. Organizationally, Sovereign Bay takes on sponsor and general partner roles and serves as a managing member for pooled investment vehicles, indicating its activities center on operating and managing private pooled funds rather than running broad retail advisory programs.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Yashar Tukhfatullin
Chief Technology OfficerCRD 8124024
Andrew Tilmann
Chief Executive Officer & Managing PartnerCRD 8123817
Lenny Berry
Chief Marketing OfficerCRD 8123984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPERVILLE, IL
DU PAGE
Location
NAPERVILLE, IL
Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 1029 Kennebec Ln
- Time zone
- CT (UTC-6)
- Office locations
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