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SVRN ASSET MANAGEMENT, LLC

AUSTIN, TX · CRD 222518 · IAPD ↗ · severianasset.com · 773-442-2294

$231.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — SVRN ASSET MANAGEMENT, LLC reported RAUM up 54% ($137.9M -> $211.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — SVRN ASSET MANAGEMENT, LLC now reports custody of client assets ($34.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
April 2024 — SVRN ASSET MANAGEMENT, LLC changed its website from svrn.co to severianasset.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — SVRN ASSET MANAGEMENT, LLC reported RAUM up 33% ($103.7M -> $137.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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