AdFi
SA

SVRN ASSET MANAGEMENT, LLC

SEC Registered
AUSTIN, TXhttps://severianasset.com773-442-2294
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
122

About the firm

SVRN Asset Management is an SEC-registered investment adviser based in Austin, TX.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit Sharing

Areas of expertise

FundsAsset Class ValuationsScientific Method Investing

Services

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)5$2.4M
High Net Worth Individuals17$168M
Pension/Profit Sharing Plans2$22M

0 total clients reported on Form ADV.

Leadership

Samuel Y Lee
MANAGING MEMBER
Leo K Acheson
PARTNER/CCO

Office locations

1 office in 1 state
TX
AUSTINHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#222518
SEC Number
801-121279
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Asset tierAnnual rate
First $5M0.60%
Next $5M0.50%
Above $10M0.40%

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SVRN ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

SVRN ASSET MANAGEMENT, LLC in AUSTIN, TX | AdvisorFinder