Updated:
SVRN Asset Management
SVRN Asset Management is an SEC-registered investment adviser in Austin, TX, registered since 2021. The firm manages $231 million in assets, with $163 million...
SVRN Asset Management
SVRN Asset Management is an SEC-registered investment adviser in Austin, TX, registered since 2021. The firm manages $231 million in assets, with $163 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
Samuel Lee
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at SVRN Asset Management?
Samuel Lee appears to be the sole investment professional. The firm's website names no other team members, and his background as a Morningstar strategist suggests all portfolio and asset-allocation decisions flow through him directly.
Is SVRN Asset Management a single-family office or a traditional RIA?
SVRN is an SEC-registered investment adviser, not a family office. It does not serve a single family or manage family wealth; it is structured as a third-party advisory firm, though its current client base is not disclosed.
What is Samuel Lee's professional background before founding SVRN?
He was a strategist at Morningstar, where he wrote on funds, asset class valuations, and the application of the scientific method to investing. That research-oriented foundation distinguishes the firm from advisers built on distribution or relationship management.
Profile maintained by Altss 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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: