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| Sovran Advisors LLC
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|---|---|
| CRD # | 329415 |
| SEC # | 801-129342 |
| CIK # | 0002051471 |
| AUM | 1,874.3 M (2026-03-27) |
| Employees | 64 (94% Investors, 84% Brokers) |
| Phone | 619-281-9890 |
| Address | 3131 Camino del Rio N San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002051471 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.2 | ||
| Microsoft Corp | 24.1 | ||
| Nvidia Corp | 23.9 | ||
| Amazon Com Inc | 16.9 | ||
| Broadcom Inc | 14.1 | ||
| Alphabet Inc | 13.1 | ||
| Facebook Inc | 12.8 | ||
| Inflection Point Acquisition Corp II | 11.9 | ||
| Alphabet Inc | 11.2 | ||
| SPDR Gold Trust | 10.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,563 | 890.7 |
| (b) Individuals (high net worth individuals) | 355 | 834.0 |
| (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 | 59 | 105.4 |
| (h) Charitable organizations | 15 | 13.1 |
| (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 | 26 | 31.2 |
| (n) Other | 0 | 0.0 |
| Total | 6,135 | 1,874.3 |
| By Discretionary | ||
| Discretionary | 6,132 | 1,872.0 |
| Non-Discretionary | 3 | 2.4 |
| Total | 6,135 | 1,874.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,874.3 | |
| Total | 6,135 | 1,874.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051471] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 69 |
| Serves | Institutional, Retail |
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