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SVN GLOBAL

SAO PAULO, Brazil · CRD 329494 · IAPD ↗ · 1 (754) 209 - 3101

$38.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2026 — SVN GLOBAL reported RAUM up 826% ($4.1M -> $38.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
June 2024 — SVN GLOBAL (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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