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Sv Capital Management Company (New York)


Sv Capital Management Company is a large advisory firm based in New York. It manages $77.56 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2004.

Sv Capital Management Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sv Capital Management Company: assets under management

The assets under management (AUM) of Sv Capital Management Company is $77.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $77.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.18 million each.
Sv Capital Management Company has custody of $48.76 million in cash and securities for 7 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sv Capital Management Company for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Sv Capital Management Company performs its advisory services is located at 1540 Broadway, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-768-0311 or by fax 212-768-7159. The normal business hours are 9:30 am - 5:00 pm on Monday - Friday.


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