← Tributary

SVERICA CAPITAL MANAGEMENT

BOSTON, MA · CRD 156956 · IAPD ↗ · 617-695-0221

$2.46BRegulatory AUM
20Advisory reps
24Employees
0Clients
n/aPlanning clients
8Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — SVERICA CAPITAL MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2024 — SVERICA CAPITAL MANAGEMENT reported RAUM up 57% ($1.35B -> $2.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.