SVERICA CAPITAL MANAGEMENT

One Boston Place, Suite 3910
201 Washington Street
Boston, Massachusetts 02108-4407
Tel: 617-695-0221

About SVERICA CAPITAL MANAGEMENT

SVERICA CAPITAL MANAGEMENT, formally registered with the SEC as SVERICA CAPITAL MANAGEMENT. The firm was established in 03/30/2012. They have over 3 offices throughout the country.

SVERICA CAPITAL MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $2,115,986,000 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156956
SEC#	801-73362
Assets Managed by Firm	$2,115,986,000
No. of Clients	10
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$2,115,986,000

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