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SOVIERO ASSET MANAGEMENT, LP

NEW YORK, NY · CRD 298418 · IAPD ↗ · 212-324-1431

$267.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — SOVIERO ASSET MANAGEMENT, LP reported RAUM up 49% ($179.1M -> $267.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — SOVIERO ASSET MANAGEMENT, LP reported RAUM down 26% ($242.2M -> $179.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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