SVERICA CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2012
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$274M
Accounts
9
Employees
24
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
156956
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sverica Capital Management is a limited partnership that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm’s business model centers on managing private funds for institutional investors, using a fee structure that combines a percentage of assets under management with performance-based compensation to align incentives with limited partners. Sverica’s allocation profile is weighted toward private equity but includes commitments to other alternative strategies through third-party managers. The firm is not identified as an active ESG investor. Sverica’s advisory mandate is concentrated: it provides portfolio management for pooled vehicles rather than providing broad retail advisory services. That concentration, together with the fund-based structure, points to a focus on fund administration, manager selection and portfolio construction within private-market strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • GEORGE AGGOURAS

    CFO & CCOCRD 6040883

Contacts

3 of 3
  • JORDAN RICHARDS

    Managing PartnerCRD 3118550

  • FRANK YOUNG

    Managing PartnerCRD 2628495

  • DAVID FINLEY

    Managing PartnerCRD 5902770

Wealth teams

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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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Boston Pl Suite 3910 Washing St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth