S
CRD: 329494
SVN Global
SAO Paulo, 04548
(754) 209-3101
$38.3M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
3 Employees
87 ADV. Clients
2 yrs Firm Age
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- Custodian
- Apex · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2023
- Office Locations
- 1
Office Locations
Av. Dr. Cardoso DE Melo 1855 Sala 51 - 5º Andar Vila Olimpia SAO Paulo --
About SVN Global
SVN Global is a SAO Paulo-based RIA. The firm has been operating for 2 years. Managing $38.3M in total assets under management, with 2 advisory representatives. They custody assets with Apex and Pershing.
Team overview
-- AVG AGE
$19.2M AVG AUM / ADVISOR
$440.7K AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
P
PEDRO TIEZZI
MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
ALEJANDRO JOSE VICENS
Chief Compliance Officer
- CRD
- #2683751
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,341,264 | $440,704 |
| Non-Discretionary | $0 | -- |
| Total | $38,341,264 | $440,704 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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