Bank / Wealth / TrustRIA · CRD 285103SEC-Registered

Updated:

Sovereign Asset Management

Sovereign Asset Management is an SEC-registered investment adviser in AMHERST, NY, registered since 2018. The firm manages approximately $176 million in...

Sovereign Asset Management logo

Sovereign Asset Management

Sovereign Asset Management is an SEC-registered investment adviser in AMHERST, NY, registered since 2018. The firm manages approximately $176 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

Location

Region

North America

Country

United States

City

Amherst

Corporate office

Amherst, United States

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Does Sovereign Asset Management offer venture capital or startup investments?

No. The firm's registered activities concentrate on private real estate, private credit, and infrastructure. There is no public evidence of venture capital, growth equity, or early-stage technology exposure in its documented investment offerings.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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