SOVEREIGN'S CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
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
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Shoshana Thoma-Isgur
Chief Compliance OfficerCRD 7971319
BRET BATCHELDER
Chief Financial OfficerCRD 2881463
Contacts
3 of 5Lukas Roush
Co-Founder and Managing PartnerCRD 7094056
JOHN COLEMAN
Managing PartnerCRD 6114623
Kevin Sutantyo
PartnerCRD 7094487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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