Svn Global Private Advisors Llc
- Regulatory AUM
- $38.3M
- Discretionary
- $38.3M
- Clients
- 87
- Avg AUM / client
- $441K
- Accounts
- 87
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $38.3M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bernardes, Felipe | Partner | Jun 2023 (3y) | ≈ 18.75% – 50% via Svn Controle E Participacoes Ltda | |
| Copetti, Caio | Partner | Jun 2023 (3y) | ≈ 18.75% – 50% via Svn Controle E Participacoes Ltda | |
| Tiezzi, Pedro | Managing Director | Dec 2023 (3y) | Less than 5% | |
| Vicens, Alejandro, Jose | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Svn Controle E Participacoes Ltda | Owner | Dec 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bernardes, Felipe: 25% – 50% of Svn Controle E Participacoes Ltda × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Copetti, Caio: 25% – 50% of Svn Controle E Participacoes Ltda × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.19 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Apex Clearing $25.3M (66% of AUM) Mar 2026
- Pershing $9.7M (25% of AUM) Mar 2026
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) ↗