Soviero Asset Management, LP

RIASEC RegisteredEst. 2021
Total AUM
$268M
Discretionary
$268M
100% of AUM
Avg account
$89.2M
Accounts
3
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
298418
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Soviero Asset Management, LP is a limited partnership registered with the SEC in 2021 that operates as a hedge fund manager for institutional clients. The firm conducts portfolio management for pooled investment vehicles and carries the operational roles of CPO/CTA and sponsor/GP/managing member of pooled vehicles. Its fee model includes a percentage-of-AUM charge, performance-based fees and other fee arrangements. Soviero reports it is not an active ESG investor and it does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Thomas King

    Chief Financial OfficerCRD 3129708

  • Thomas Soviero

    Thomas Soviero

    Founding Partner and Chief Investment OfficerCRD 1707381

  • Melissa Coleman

    Partner & Chief Compliance OfficerCRD 4542706

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth