A complete list of active advisors currently associated with SEVA Funds, LLC

Warmer can help you find a great advisor at SEVA Funds, LLC or one who fits your needs even better.

SEVA Funds, LLC provides discretionary investment management to an affiliated private investment fund and to separately managed accounts for individuals, high-net-worth investors, retirement accounts, and a range of business entities. The firm serves both pooled-vehicle investors through the fund and typical SMA clients, and it manages all assets on a discretionary basis. The Adviser employs a multi-asset approach for the fund focused on liquid, exchange-traded instruments and may use futures, foreign-exchange instruments, ETFs, derivatives, and both long and short positions, using systematic, quantitative, discretionary, and risk-based portfolio construction techniques. Separately managed accounts are generally managed with a long-term, long-only equity focus but may be tailored with diversifying holdings and option strategies (including covered calls and occasional puts) to meet client objectives and constraints. Notable for a firm of its size, the Adviser is the general partner and investment manager of an affiliated private fund—creating custody responsibilities and side‑by‑side management considerations—and it discloses the use of performance‑based compensation arrangements for the fund and, in limited circumstances, certain SMAs. The firm relies on an available CFTC exemption rather than CPO registration for its commodity-interest activities, engages a third‑party fund administrator for fund operations and audit delivery, and has disclosed policies and trade‑allocation procedures intended to address the conflicts that arise from managing performance‑fee and asset‑fee accounts.

To learn more about the advisors currently working at SEVA Funds, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.