# SVRN Asset Management

SVRN Asset Management is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** svrn.co
- **LinkedIn:** https://linkedin.com/company/svrn-asset-management-llc

## Regulatory record

- **CRD number:** 222518
- **SEC file number:** 801-121279
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/222518

## About

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.

## Sectors

- Funds & Fund Selection
- Asset Allocation & Strategy

## People

- Samuel Lee — Founder

## Questions

### 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.

## Related profiles

- [SVQUAD](https://altss.com/profile/svquad)
- [SV SparkassenVersicherung](https://altss.com/profile/sv-sparkassenversicherung)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/svrn-asset-management

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