Sverica Capital Management Lp
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 9
- Avg AUM / client
- $274M
- Accounts
- 9
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $2.5B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sverica Capital Partners Iv Lp | Private Equity Fund | Delaware | $617M | 56 |
| Sverica Capital Partners Vi A Lp | Private Equity Fund | Delaware | $578M | 62 |
| Sverica Capital Partners V A Lp | Private Equity Fund | Delaware | $486M | 41 |
| Sverica Capital Partners Vi B Lp | Private Equity Fund | Delaware | $205M | 19 |
| Sverica Capital Partners V B Lp | Private Equity Fund | Delaware | $188M | 13 |
| Scp Resonetics Aggregator I Llc | Private Equity Fund | Delaware | $28.3M | 10 |
| Sfiiia Blocker Llc | Private Equity Fund | Delaware | $11.2M | 1 |
| Sverica International Investment Fund Ii Lp | Private Equity Fund | Delaware | $965K | 51 |
| Sverica International Investment Fund Iii Lp | Private Equity Fund | Delaware | $835K | 55 |
| Sverica International Investment Fund Iii A Lp | Private Equity Fund | Delaware | $111K | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richards, Jordan, Michael | Limited Partner, Managing Partner, Manager Of General Partner | Oct 2012 (14y) | ≈ 0% – 2.5% via Sverica Capital Management Gp Llc | |
| Finley, David, E. | Limited Partner, Managing Partner, Manager Of General Partner | May 2013 (13y) | 25% – 50% | |
| Young, Frank, Mobley | Limited Partner, Managing Partner, Manager Of General Partner | May 2013 (13y) | 25% – 50% | |
| Aggouras, George | Cfo And Chief Compliance Officer | Feb 2017 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sverica Capital Management Gp Llc | General Partner | Apr 2018 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Richards, Jordan, Michael: 25% – 50% of Sverica Capital Management Gp Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $2.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sverica Capital Partners Iv Lp | Private Equity Fund | $617M | $200K | 56 |
| Sverica Capital Partners Vi A Lp | Private Equity Fund | $578M | $5.0M | 62 |
| Sverica Capital Partners V A Lp | Private Equity Fund | $486M | $5.0M | 41 |
| Sverica Capital Partners Vi B Lp | Private Equity Fund | $205M | $5.0M | 19 |
| Sverica Capital Partners V B Lp | Private Equity Fund | $188M | $5.0M | 13 |
| Scp Resonetics Aggregator I Llc | Private Equity Fund | $28.3M | $0 | 10 |
| Sfiiia Blocker Llc | Private Equity Fund | $11.2M | $0 | 1 |
| Sverica International Investment Fund Ii Lp | Private Equity Fund | $965K | $25.0K | 51 |
| Sverica International Investment Fund Iii Lp | Private Equity Fund | $835K | $30.0K | 55 |
| Sverica International Investment Fund Iii A Lp | Private Equity Fund | $111K | $30.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗