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| Sovereign Investment Advisors LLC
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|---|---|
| CRD # | 149040 |
| SEC # | 801-80942 |
| CIK # | 0001908165 |
| AUM | 3,312.3 M (2026-06-04) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-385-2850 |
| Address | 3930 E Ray Road Suite 170 Phoenix, AZ 85044 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MPLX LP | 21.3 | ||
| Enterprise Products Partners L P | 12.6 | ||
| Plains All American Pipeline LP | 11.8 | ||
| Western Gas Equity Partners LP | 11.3 | ||
| Oneok Inc /New/ | 8.7 | ||
| Phillips 66 | 7.7 | ||
| Transcanada Corp | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 33 | 3.3 |
| Total | 144 | 3.3 |
| By Discretionary | ||
| Discretionary | 138 | 3.3 |
| Non-Discretionary | 6 | 0.1 |
| Total | 144 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 144 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908165] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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