Sovereign's Capital Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$47.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 301879
Registered since: July 29, 2022
Website: sovereignscapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles91.9%
Investment Companies7.92%
Charitable Organizations0.17%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sovereign's Capital Management, LLC is an SEC-registered investment manager organized as an LLC and positioned as a multifaceted fund manager that runs hedge, private equity, venture capital and real estate strategies. The firm serves institutional clients and provides portfolio management across pooled vehicles, investment companies and institutional balance sheets. It also performs manager selection for third-party strategies and serves as sponsor/GP/managing member of pooled investment vehicles. The firm charges traditional AUM fees alongside performance-based compensation. Sovereign's is not identified as an active ESG investor and does not operate as a multi-state adviser according to its filings.