SOVEREIGN'S CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$47.3M
Accounts
27
Employees
37
Advisory reps
7

Firm details

Headquarters
Atlanta, Georgia
CRD number
301879
Registered since
July 29, 2022
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 a privately held limited liability company that registered with the SEC in 2022 and operates as a multi-strategy manager. The firm runs and advises pooled vehicles across hedge fund, private equity, venture capital and real estate strategies, and serves an institutional client base. Compensation blends asset-based fees with performance-linked fees. Its advisory activities include running portfolios for registered investment companies and other pooled vehicles, managing portfolios for businesses or institutions, and selecting subadvisers. Sovereign's Capital does not identify as an active ESG investor and is not positioned as a capital allocator; its filings show affiliations with banking or thrift institutions, trust companies, accountants, insurance companies and involvement as sponsor/GP/managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Shoshana Thoma-Isgur

    Chief Compliance OfficerCRD 7971319

  • BRET BATCHELDER

    Chief Financial OfficerCRD 2881463

Contacts

3 of 5
  • Lukas Roush

    Co-Founder and Managing PartnerCRD 7094056

  • JOHN COLEMAN

    Managing PartnerCRD 6114623

  • Kevin Sutantyo

    PartnerCRD 7094487

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3350 Riverwood Pkwy SE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth