Brief Descrip�on SVN Global is organized as a Florida limited liability company under the laws of the State of Florida and is a registered Investment Adviser with the SEC. SVN Global has been in business since May 2024. SVN Global is wholly owned by SVN Controle e Participações Limitada, a Brazil Corpora�on whose majority owners are Caio Cope� and Felipe Bernardes. SVN Global is an affiliate of SVN Assessores de Inves�mentos S/S Ltda (“SVN Inves�mentos”), SVN Gestora de Recursos Ltda (“SVN Gestora”), and Bahia Partners Corretora de Seguros Ltda (“Bahia Partners Seguros”). SVN Inves�mentos and SVN Gestora provide investments products and services to clients in Brazil. Bahia Partners Seguros provide insurance products to clients in Brazil. SVN Global provides both discre�onary and non-discre�onary investment advisory services to individuals and qualified en��es. ADVISORY SERVICES OFFERED SVN Global investment advisory services are provided through various types of discre�onary and non- discre�onary mandates in accordance with each client’s investment objec�ve and pursuant to the terms outlined in its investment advisory agreement. SVN Global discre�onary and non-discre�onary investment management services include the design, structure, and implementa�on of investment strategies for clients. Investment advisory ac�vi�es focus on investments in various kinds of assets and securi�es in a variety of markets that are intended to be in the client’s best interest considering the client’s objec�ves, strategies and risk profile as described by each client during an interview process. Clients may impose restric�ons on inves�ng in certain securi�es or types of securi�es. Each agreement typically defines the services to be provided and the fees will be agreed to in the advisory agreement. The overall advisory services offered by SVN Global fall within the following categories listed below. SVN Global intends its overall business model to be providing investment advisory services to high-net- worth individuals, families, estates, trusts, endowments, founda�ons, charitable organiza�ons, corpora�ons, or other qualified en��es (“Clients”). The Firm works with clients to help them define appropriate investment objec�ves and to design and implement an investment process and individualized strategies that seek to achieve those objec�ves. The client be advised on a recommended asset alloca�on strategy. SVN Global assists Clients in establishing investment objec�ves, return expecta�ons, risk tolerance, measuring �me horizons for their strategies, liquidity needs, and other Client-specific requirements, which are the basis for any advice and recommenda�on made. The advice provided will include the Client’s Investment Policy Statement, which includes specific por�olio management parameters and associated restric�ons by instrument type, asset class, sector, and geography, as applicable. SVN Global offers investment advisory services regarding the following instruments, and, on occasion, others not included below:
• Fixed income, including, but not limited to, investment grade and high yield corporate bonds
• Municipal securi�es
• Exchange traded funds
• Equity securi�es: exchange listed, over the counter, and foreign securi�es
• Private equity funds and direct private equity
• Private debt funds and direct private debt investments
• Real Estate funds and direct real estate investments
• Hedge funds and other alterna�ve investments
• Cer�ficates of deposit
• Managed accounts
• Mutual funds
• Op�ons and other deriva�ve products Clients may impose reasonable restric�ons on inves�ng in certain securi�es or types of securi�es for their account(s). When a client requests certain restric�ons, SVN Global will review these and determine, in its sole discre�on, if the condi�ons would materially impact the performance of a management strategy or prove overly burdensome to the Firm’s account management efforts before accep�ng such restric�ons. If SVN Global determines that the

restric�ons prove to have a material impact on the strategy designed, SVN Global will no�fy the client that it cannot con�nue with the advisory rela�onship. SVN Global intends its investment advisory services to include, but are not limited to, asset alloca�on analysis, instrument and security selec�on, account supervision, assist and effectuate transac�ons to implement the investment strategy and por�olio monitoring. SVN Global provides advisory services to Clients on a non-discre�onary and discre�onary basis. Please see below addi�onal informa�on regarding both discre�onary and non-discre�onary mandates. SVN Global does not and will not have custody of client assets. Clients select the financial ins�tu�ons that have custody of their assets. Non-Discretionary Advisory Services SVN Global provides non-discre�onary advisory services to retail clients in accordance with a non- discre�onary advisory agreement between SVN Global and the client. Each client is required to sign an investment advisory agreement (non-discre�onary) where they state their investment objec�ves, risk profile and overall financial profile. In the agreement, SVN Global discloses all fees and costs associated with the investment advisory mandate. Also, in this agreement SVN Global discloses and the client acknowledges if there is cash compensa�on to a promoter for referring the rela�onship to SVN Global. Each agreement defines the services to be provided and fees to be charged. SVN Global also provides recommenda�ons regarding the investment of securi�es and cash in a client’s account. These services are individually tailored to each client’s needs and such advice may be provided to accounts with assets maintained at various third par�es. Under the non-discre�onary mandates, SVN Global designs a specific investment strategy considering each client’s risk profile, investment objec�ve and financial goal outlook. In a non-discre�onary rela�onship, SVN Global will provide investment advice to clients, and it is up to the client to execute the strategy with their individual custodian. However, when requested by the client, SVN Global may supervise, arrange and cause to affect the transac�ons necessary in the implementa�on of such strategies by forwarding instruc�ons to the client’s custodian. On these instances, SVN Global will discuss the recommenda�ons and obtain the clients consent prior to implemen�ng the advised strategy. Discretionary Advisory Services SVN Global offers discre�onary mandates or accounts that focus on investments in specific and limited kinds of assets and securi�es, in limited markets, or they may be broad-based across many asset classes and markets. Such accounts are intended to fit within the investor’s objec�ves, strategies and risk profile as described by each client. The strategies u�lized for these customized accounts are based on SVN Global core strategies for different investment objec�ves and goals. The client works with an account manager in choosing the investment strategy most in line with his/her investment goals, objec�ve, and acceptable risk level. Under normal market condi�ons, SVN Global invests all or part of its clients’ assets in different securi�es and / or funds (on shore and offshore funds, including non-registered funds and Hedge Funds) to create por�olio that is consistent with the client’s investor profile, risk tolerance and overall investment objec�ves. Different from a non-discre�onary mandate or account, in a discre�onary mandate SVN Global will execute the transac�ons for the account and ac�vely supervise and manage the por�olio without requiring client approval. Each client is required to sign a discre�onary investment advisory agreement where the client gives discre�onary authority to SVN Global to manage their assets. In the agreement, SVN Global discloses all fees and costs associated with the investment advisory mandate. SVN Global will provide its investment advice and discuss the ensuing strategy with clients prior to implemen�ng it. WRAP FEE PROGRAMS SVN Global does not par�cipate in wrap fee programs.