Sovereign's Capital Management, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 301879
· SEC file 801-126307
· Atlanta, GA
· sovereignscapital.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 27
- Avg AUM / client
- $47.3M
- Accounts
- 27
- Employees
- 37
AUM over time
$377M
$1.3B
Jun 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $101M | 7.92% |
| Pooled investment vehicles (non-investment companies) | 25 | $1.2B | 91.9% |
| Charitable organizations | 1 | $2.2M | 0.17% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $834M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sovereign's Capital Lower Middle Market Fund Ii, Lp | Private Equity Fund | Delaware | $163M | 167 |
| Sovereign's Capital Access Fund I, Lp | Private Equity Fund | Delaware | $107M | 96 |
| Sovereign's Capital Iii, Lp | Venture Capital Fund | Delaware | $87.6M | 85 |
| Sovereign's Capital Omega Fund (Ai), Lp | Hedge Fund | Delaware | $64.4M | 55 |
| Sovereign's Amts, Lp | Private Equity Fund | Delaware | $59.8M | 27 |
| Sovereign's Capital Evergreen Fund I, Llc | Private Equity Fund | Delaware | $54.9M | 22 |
| Sovereign's Capital Ii, Lp | Venture Capital Fund | Delaware | $54.8M | 40 |
| Sovereign's Vermeer, Llc | Private Equity Fund | Delaware | $39.8M | 3 |
| Sovereign's Capital Venture Iv, Lp | Venture Capital Fund | Delaware | $32.7M | 59 |
| Callis Capital Fund I, Lp master | Real Estate Fund | Delaware | $30.5M | 13 |
| The One Two Five Fund, Lp | Private Equity Fund | Delaware | $30.2M | 1 |
| Sovereign's Capital Real Estate Fund Ii, Lp | Real Estate Fund | Delaware | $25.4M | 20 |
| Sovereign's Kingdom A Lp | Private Equity Fund | Delaware | $24.3M | 54 |
| Sovereign's Capital, Lp | Venture Capital Fund | Delaware | $22.7M | 77 |
| Sovereign's E&S, Lp | Private Equity Fund | Delaware | $11.6M | 15 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kaestner, Henry, Rice | Partner | Jul 2012 (14y) | Less than 5% | |
| Roush, Lukas, Miller | Managing Partner | Jul 2012 (14y) | Less than 5% | |
| Sutantyo, Kevin | Partner | Jun 2017 (9y) | Less than 5% | |
| Jacob, Thomsen, Paul | Managing Partner | Jul 2019 (7y) | Less than 5% | |
| Tremain, Michael, Ernst | Managing Partner | Sep 2019 (7y) | Less than 5% | |
| Coleman, John, William | Managing Partner | Feb 2021 (6y) | Less than 5% | |
| Hoffman, Michelle, Elizabeth | Chief Financial Officer | May 2022 (4y) | Less than 5% | |
| Crawford, Casey, Stuart | Managing Member, Owner | Jul 2022 (4y) | ≈ 28.13% – 75% via Mm Scm Am, Llc | |
| Hickey, Suzanne, Nmn | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sovereign's Capital Holdings, Llc | Member | Jul 2022 | A | 75% or more |
| Mm Scm Am, Llc | Managing Member, Owner | Jul 2022 | B | ≈ 37.5% – 75% via Sovereign's Capital Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crawford, Casey, Stuart: 75% – 100% of Mm Scm Am, Llc × 50% – 75% of Sovereign's Capital Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Mm Scm Am, Llc: 50% – 75% of Sovereign's Capital Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% 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 (23, $834M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sovereign's Capital Lower Middle Market Fund Ii, Lp | Private Equity Fund | $163M | $1.0M | 167 |
| Sovereign's Capital Access Fund I, Lp | Private Equity Fund | $107M | $1.0M | 96 |
| Sovereign's Capital Iii, Lp | Venture Capital Fund | $87.6M | $500K | 85 |
| Sovereign's Capital Omega Fund (Ai), Lp | Hedge Fund | $64.4M | $500K | 55 |
| Sovereign's Amts, Lp | Private Equity Fund | $59.8M | $0 | 27 |
| Sovereign's Capital Evergreen Fund I, Llc | Private Equity Fund | $54.9M | $0 | 22 |
| Sovereign's Capital Ii, Lp | Venture Capital Fund | $54.8M | $250K | 40 |
| Sovereign's Vermeer, Llc | Private Equity Fund | $39.8M | $0 | 3 |
| Sovereign's Capital Venture Iv, Lp | Venture Capital Fund | $32.7M | $0 | 59 |
| Callis Capital Fund I, Lp | Real Estate Fund | $30.5M | $0 | 13 |
| The One Two Five Fund, Lp | Private Equity Fund | $30.2M | $0 | 1 |
| Sovereign's Capital Real Estate Fund Ii, Lp | Real Estate Fund | $25.4M | $500K | 20 |
| Sovereign's Kingdom A Lp | Private Equity Fund | $24.3M | $0 | 54 |
| Sovereign's Capital, Lp | Venture Capital Fund | $22.7M | $100K | 77 |
| Sovereign's E&S, Lp | Private Equity Fund | $11.6M | $0 | 15 |
| Sovereign's Capital Ii (Cayman), Lp | Other Private Fund | $10.6M | $250K | 3 |
| Sovereign's Environmental, Lp | Private Equity Fund | $3.8M | $0 | 6 |
| Sovereign's Cloudfactory C, Lp | Venture Capital Fund | $3.7M | $0 | 36 |
| Cg Investment Partners, Lp | Private Equity Fund | $2.9M | $0 | 18 |
| Sovereign's Brightlight Sidecar, Lp | Private Equity Fund | $2.4M | $0 | 6 |
| Sovereign's Fringe, Lp | Venture Capital Fund | $1.3M | $0 | 12 |
| Sovereign's Thrive I, Lp | Venture Capital Fund | $660K | $0 | 19 |
| Sc Restorepro Sidecar, Lp | Private Equity Fund | $0 | $0 | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 6.95 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 investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $3.3M (0% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
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) ↗