SVERICA CAPITAL MANAGEMENT other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

23 9.52%

of those in investment advisory functions:

19 5.56%

Registration:

SEC, Approved, 3/30/2012

AUM:

2,115,986,000 57.06%

of that, discretionary:

2,115,986,000 57.06%

Private Fund GAV:

2,115,986,000 57.06%

Avg Account Size:

211,598,600 -5.76%

SMA’s:

NO

Private Funds:

10 4

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 962M 770M 577M 385M 192M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Global Solar Highway Market (2021 to 2026) - Featuring Solar Roadways, Colas and Shandong Pavenergy Among Others
04/07/2021

Dublin, April 07, 2021 (GLOBE NEWSWIRE) -- The "Solar Highway Market - Forecasts from 2021 to 2026" report has been added to ResearchAndMarkets.com's offering. Global solar highway market is projected to witness a double-digit compound annual growth rate ...

Yahoo Finance

Louis Vuitton Pushes Watchmaking Credentials With Tambour Carpe Diem
04/07/2021

PARIS — Louis Vuitton planted its flag in the center of the high jewelry world last year, presenting an enormous rough diamond — the Sewelo — in the private salons of its Place Vendôme flagship. This year comes a territory-staking move in the realm ...

Yahoo Finance

Gener8 Names Jerry Jurkiewicz As New Chief Executive Officer
03/26/2021

SUNNYVALE, Calif., March 25, 2021 /PRNewswire/ -- Gener8 LLC, a provider of full product lifecycle engineering and manufacturing solutions for highly complex instruments and products within the ...

prnewswire.com

Gener8 Names Jerry Jurkiewicz As New Chief Executive Officer
03/26/2021

About Sverica Capital Management Sverica Capital Management is a leading growth-oriented private equity firm that has raised over $1.1 billion across five funds.

wfmz.com

Gener8 Names Jerry Jurkiewicz As New Chief Executive Officer
03/25/2021

Sverica Capital Management is a leading growth-oriented private equity firm that has raised over $1.1 billion across five funds. The firm acquires, invests in and actively builds companies that ...

benzinga.com

Gener8 Names Jerry Jurkiewicz As New Chief Executive Officer
03/25/2021

About Sverica Capital Management Sverica Capital Management is a leading growth-oriented private equity firm that has raised over $1.1 billion across five funds.

oaoa.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 10 $2,115,986,000

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Private Funds



Employees




Brochure Summary

Overview

A: Firm Description Sverica Capital Management LP, a Delaware Limited Partnership, which was formed as a limited liability company on June 20, 2001 and converted to a limited partnership on April 2, 2018 ("Sverica Capital Management" or “Sverica”), is a private equity management company that provides investment advisory services to private equity funds (“Clients”). Sverica Capital Management GP, LLC serves as the general partner to Sverica Capital Management, LP. Sverica has offices located in Boston, Massachusetts and San Francisco, California. A: Principal Owners Frank M. Young IV an individual resident of the State of California, Jordan M. Richards, an individual resident of the State of Texas, and David E. Finley, an individual resident of the Commonwealth of Massachusetts, are the principal owners of both Sverica Capital Management, LP and Sverica Capital Management GP, LLC. B: Types of Advisory Services Sverica Capital Management provides investment advisory services only to private equity funds. Such services are discretionary. Sverica’s investment focus has always been the lower middle market. Sverica seeks small, profitable companies for its Clients that may be outside the scope of many private equity firms. Sverica’s primary objective is to create long-term, sustainable value
and strategies for its Clients. Sverica intends to have a high degree of direct involvement with its Clients’ portfolio companies. Sverica’s operating strategies endeavor to maximize long term cash flow growth and to make efficient use of capital, instead of using heavy financial leverage or market timing. C: Tailored Services Sverica only has Clients that are private equity funds structured as limited partnerships. Sverica does not tailor its advisory services to the individual needs of its Clients’ limited partners, and Clients may not impose restrictions on investing in certain securities or types of securities other than those contained in the respective limited partnership agreements. Each private equity fund Client’s general partner (the “General Partner”) may enter into one or more “side letters” or similar agreements with certain investors pursuant to which the General Partner grants to such investors specific rights, benefits or privileges that are not made available to investors generally. D: Wrap Fee Programs Sverica does not participate in any wrap fee programs. E: Client Assets Under Management Sverica manages approximately $2,115,986,000, calculated as of December 31, 2023, on a discretionary basis for eight private equity fund Clients. Sverica does not manage assets on a non-discretionary basis.