DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S•••••• C•••••• M•••••••••
Legal name S•••••• C•••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Feb 13, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
20 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
8
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$2.5B as of Mar 30, 2026
Mar 27, 2013$430M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20130 then
Employees (5.A)24 as of Mar 30, 2026
Mar 27, 201315 then
Private funds8 as of Mar 30, 2026
Mar 27, 20136 then
RAUM +5.8% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $274MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••••• C•••••• P••••••• I• L• | Private Equity Fund | $617M | 56 | Mar 16, 2016 |
| S•••••• C•••••• P••••••• V••• L• | Private Equity Fund | $578M | 62 | Mar 29, 2024 |
| S•••••• C•••••• P••••••• V•• L• | Private Equity Fund | $486M | 41 | Mar 11, 2020 |
| S•••••• C•••••• P••••••• V••• L• | Private Equity Fund | $205M | 19 | Mar 29, 2024 |
| S•••••• C•••••• P••••••• V•• L• | Private Equity Fund | $188M | 13 | Mar 11, 2020 |
| S•• • R••••••••• A••••••••• I• L•• | Private Equity Fund | $28.3M | 10 | Mar 29, 2024 |
| S•••••• I••••••••• I••••••••• F••• I•• L•no longer reported | Private Equity Fund | $27.0M | 75 | Feb 13, 2012 |
| S••••• B•••••• L•• | Private Equity Fund | $11.2M | 1 | Mar 29, 2024 |
| S•••••• I••••••••• I••••••••• F••• I• L• | Private Equity Fund | $965,000 | 51 | Feb 13, 2012 |
| S•••••• I••••••••• I••••••••• F••• I•• L• | Private Equity Fund | $835,000 | 55 | Feb 13, 2012 |
| S•••••• I••••••••• A••••••• F••• L••no longer reported | Private Equity Fund | $183,000 | 7 | Feb 13, 2012 |
| S•••••• I••••••••• I••••••••• F••• I•••• L• | Private Equity Fund | $111,000 | 2 | Feb 13, 2012 |
| S•••••• I••••••••• G• F••• L••no longer reported | Private Equity Fund | $74,000 | 4 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• G••••• · Cfo And Chief Compliance Officercontrolsince 02/2017 · owns less than 5%
- F•••••• D••••• E• · Limited Partner, Managing Partner, Manager Of General Partnercontrolsince 05/2013 · owns 25% to 50%
- R•••••••• J•••••• M•••••• · Limited Partner, Managing Partner, Manager Of General Partnercontrolsince 10/2012 · owns 10% to 25%
- Y••••• F••••• M••••• · Limited Partner, Managing Partner, Manager Of General Partnercontrolsince 05/2013 · owns 25% to 50%
- F•••••• D••••• E• · Membercontrolsince 04/2018 · owns 25% to 50% of S•••••• C•••••• M••••••••• G• L••
- R•••••••• J•••••• M•••••• · Membercontrolsince 04/2018 · owns 25% to 50% of S•••••• C•••••• M••••••••• G• L••
- Y••••• F••••• M••••• · Membercontrolsince 04/2018 · owns 25% to 50% of S•••••• C•••••• M••••••••• G• L••
Entity owners
- S•••••• C•••••• M••••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA7 employees
- Austin, TX4 employees
What changed
consecutive filings, newest first
- Accounts · 10 to 9Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 19 to 20Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 10 to 9Mar 28, 2025 to Mar 30, 2026
- Employees · 23 to 24Mar 28, 2025 to Mar 30, 2026
- Private funds · 9 to 8Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.3B to $2.5BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.3B to $2.5BMar 28, 2025 to Mar 30, 2026
- RAUM · $2.3B to $2.5BMar 28, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Private funds · 10 to 9Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.1B to $2.3BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.1B to $2.3BMar 29, 2024 to Mar 28, 2025
- RAUM · $2.1B to $2.3BMar 29, 2024 to Mar 28, 2025
- Accounts · 6 to 10Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 18 to 19Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 6 to 10Mar 30, 2023 to Mar 29, 2024
- Employees · 21 to 23Mar 30, 2023 to Mar 29, 2024
- Other offices · 1 to 2Mar 30, 2023 to Mar 29, 2024
- Private funds · 6 to 10Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.3B to $2.1BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.3B to $2.1BMar 30, 2023 to Mar 29, 2024
- RAUM · $1.3B to $2.1BMar 30, 2023 to Mar 29, 2024
- Advisory employees · 13 to 18May 19, 2022 to Mar 30, 2023
- Employees · 16 to 21May 19, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.2B to $1.3BMay 19, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.2B to $1.3BMay 19, 2022 to Mar 30, 2023
- RAUM · $1.2B to $1.3BMay 19, 2022 to Mar 30, 2023
- Related adviser · true to falseMar 22, 2022 to Apr 28, 2022
- Advisory employees · 15 to 13Mar 16, 2021 to Mar 22, 2022
- Employees · 17 to 16Mar 16, 2021 to Mar 22, 2022
- Discretionary RAUM · $987M to $1.2BMar 16, 2021 to Mar 22, 2022
- Pooled vehicle RAUM · $987M to $1.2BMar 16, 2021 to Mar 22, 2022
- RAUM · $987M to $1.2BMar 16, 2021 to Mar 22, 2022
- Advisory employees · 12 to 15Mar 11, 2020 to Mar 16, 2021
- Employees · 15 to 17Mar 11, 2020 to Mar 16, 2021
- Discretionary RAUM · $935M to $987MMar 11, 2020 to Mar 16, 2021
- Pooled vehicle RAUM · $935M to $987MMar 11, 2020 to Mar 16, 2021
- RAUM · $935M to $987MMar 11, 2020 to Mar 16, 2021
- Accounts · 4 to 6Mar 26, 2019 to Mar 11, 2020
- Pooled vehicle clients · 4 to 6Mar 26, 2019 to Mar 11, 2020
Signals
3 dated events
- S•••••• C•••••• M••••••••• reported RAUM $2.1B, up 57% from $1.3B (2023-03-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- S•••••• C•••••• M••••••••• reported RAUM $935.2M, up 89% from $494.8M (2019-03-26 to 2020-03-11)Mar 11, 2020 · RAUM change · derived
- S•••••• C•••••• M••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 1, 2018 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- S•••••• C•••••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- S•••••• C•••••• M••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/sverica-capital-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- S••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-695-0221reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026