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- Custodian
- Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2021
- Office Locations
- 1
Office Locations
About Sovereign Capital LLC
Sovereign’s Capital provides capital and hands-on strategic partnership to faith-driven companies and fund managers. The firm invests across lower middle market private equity, Seed/Series A venture in technology, public equities, and U.S. value-add real estate, and runs a fund-of-funds/co-invest program with VC and PE managers. It also offers consulting for succession, strategy, and culture, with a long-term, customized approach.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
James R. Wheeler
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #6836796
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,671,935 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,671,935 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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