SVERICA CAPITAL MANAGEMENT
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 156956
- Registered since
- March 30, 2012
- Website
- sverica.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GEORGE AGGOURAS
CFO & CCOCRD 6040883
Contacts
3 of 3JORDAN RICHARDS
Managing PartnerCRD 3118550
FRANK YOUNG
Managing PartnerCRD 2628495
DAVID FINLEY
Managing PartnerCRD 5902770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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