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Svrn Asset Management, LLC CRD 222518
$231M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W 2Nd St Suite 1900, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svrn Asset Management, Llc | Austin | TX | 04/2024 | Present |
| Self Employed | Austin | TX | 08/2023 | Present |
| Austin Public Health | Austin | TX | 11/2022 | 02/2023 |
| Not Employed | Dallas | TX | 05/2022 | 11/2022 |
| City Of Plano | Plano | TX | 02/2022 | 05/2022 |
| University Of Texas At Dallas | Richardson | TX | 08/2016 | 05/2022 |
| Not Employed | Dallas | TX | 02/2016 | 08/2016 |
| Not Employed | Dallas | TX | 02/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-14 |
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