A complete list of active advisors currently associated with SVN Capital, LLC
Warmer can help you find a great advisor at SVN Capital, LLC or one who fits your needs even better.
SVN Capital, LLC is a small independent investment adviser that provides discretionary portfolio management through separately managed accounts and by advising a pooled private fund. The firm serves individual and institutional investors and delivers account-level management and reporting through its chosen custodian platform. The firm employs a bottom-up, fundamental value-investing approach with a concentrated portfolio emphasis and a long-term investment horizon, and it may invest across market capitalizations, industries, and geographies in a range of instruments (including options, MLPs, REITs, convertibles and distressed positions). SVN implements its strategy primarily via a separately managed account platform and its private fund, with investment implementation tailored to each client’s documented investment policy while maintaining discretionary trading authority. What is distinctive about SVN relative to many small independent peers is that it acts as sponsor and adviser to a private pooled fund in addition to managing SMAs, and it uses performance-based compensation arrangements for certain eligible clients and fund investors. The firm also requires use of a specified custodian for client accounts, operates a deliberately concentrated strategy, and relies on operational and compliance support from a related minority owner to oversee firm processes and conflicts mitigation.
To learn more about the advisors currently working at SVN Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lincolnshire, IL
| 9
|
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