SVN Global

SVN Global provides investment advisory and portfolio management services to individuals (including retail/non‑HNW and high‑net‑worth clients), families, trusts, estates, foundations, endowments, corporations, and other qualified entities. The firm offers both discretionary and non‑discretionary mandates, delivering asset allocation, security and manager selection, and access to private funds, private equity, private debt, real estate, and hedge fund strategies.

Its investment process starts with a top‑down determination of long‑term asset allocation followed by bottom‑up analysis of individual instruments and third‑party managers, with emphasis on liquidity, risk measurement, and cost efficiency; client objectives and restrictions are memorialized in an Investment Policy Statement. SVN Global implements strategies across U.S. and non‑U.S. markets (including emerging markets and Eurobonds), executes through client‑selected custodians, and generally charges advisory fees calculated as a percentage of assets under management and billed quarterly.

SVN Global is unusual among U.S.‑registered advisers in having a principal office and majority ownership ties in Brazil and multiple Brazilian affiliate entities (including a connection to XP Inc.), and it regularly serves non‑U.S. clients and invests in non‑U.S. securities. The firm also uses third‑party promoters under written referral agreements and discloses promoter compensation arrangements—described in the brochure as potentially reaching a substantial portion of advisory fees—which is a notable difference from many peers.