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Sverica Capital Management LP
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CRD # | 156956 |
SEC # | 801-73362 |
CIK # | |
AUM | $2.1 BB (2024-03-29) |
Employees | 23 (83% Investors, 0% Brokers) |
Phone | 617-695-0221 |
Address | One Boston Place, Suite 3910 Boston, MA 02108-4407 |
Source | [IAPD] [Website] [Twitter] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | SCP - Resonetics Aggregator I LLC | 2024-03-29 | 28.3 | |
PE | Sfiiia Blocker LLC | 2024-03-29 | 11.2 | |
PE | Sverica Capital Partners VI-A LP | [2024-03-29] | 0.0 | 578.1 |
PE | Sverica Capital Partners VI-B LP | [2024-03-29] | 0.0 | 205.1 |
PE | Sverica Capital Partners V-A LP | [2020-03-11] | 450.0 | 486.1 |
PE | Sverica Capital Partners V-B LP | [2020-03-11] | 450.0 | 188.3 |
PE | Sverica Capital Partners IV LP | [2016-03-16] | 232.7 | 617.0 |
PE | Sverica International Advisors Fund LLC | 2012-02-13 | 9.8 | |
PE | Sverica International GP Fund LLC | 2012-02-13 | 3.2 | |
PE | Sverica International Investment Fund I-A LP | 2012-02-13 | 48.8 | |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 10 | 2.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 10 | 2.1 |
By Discretionary | ||
Discretionary | 10 | 2.1 |
Non-Discretionary | 0 | 0.0 |
Total | 10 | 2.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.1 | |
Total | 10 | 2.1 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
David Finley | 8 | ||
Jordan Richards | 5 | ||
Frank Young IV | 4 | ||
Sverica Capital Management LP | 4 | ||
Sverica Capital VI GP LLC | 2 | ||
Sverica Capital V GP LLC | 2 | ||
Sverica Capital IV GP LLC | 1 | ||
Frank IV Young | 1 | ||
Sverica Capital Management LLC | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Tomales Bay Capital LP
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TX | 2.2 |
Sandbrook Capital Management LP
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|
CT | 2.1 |
Human Capital Investment Management LLC
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|
CA | 2.1 |
Mason Wells Inc
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|
WI | 2.1 |
Yellow Wood Partners LLC
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|
MA | 2.1 |
Clearview Capital LP
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|
CT | 2.1 |
Excellere Capital Management LLC
✚
|
CO | 2.1 |
Long Ridge Capital Management LP
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|
NY | 2.1 |
Gennx360 Management Company LLC
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|
NY | 2.1 |
Crayhill Capital Management LP
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|
NY | 2.1 |