SOVRAN ADVISORS, LLC
Adviser information for SOVRAN ADVISORS, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129342 |
|---|---|
| SEC ERA File Number | 801-129342 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329415 |
| Legal Entity Identifier | None |
Principal Office
3131 CAMINO DEL RIO N.SUITE 1350
SAN DIEGO
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 619-281-9890, Fax: 619-330-4826
Websites
Chief Compliance Officer
ELIZABETH ESPINOZA
3131 CAMINO DEL RIO N.
SUITE 1350
SAN DIEGO
CA
United States
Tel:
619-281-9890
Fax:
619-330-4826
E*****************@*****************M
(Full email address available in API data)
Regulatory Contact
JEREMY MARTINSON
PRESIDENT AND CFO
3131 CAMINO DEL RIO N.
SUITE 1350
SAN DIEGO
CA
United States
Tel:
619-281-9890
J*****@*****************M
(Full email address available in API data)
Industry Affiliates
| BAMBOO INSURANCE SERVICES INC. | Insurance company or agency |
| BAMBOO WEALTH STRATEGIES | Other investment adviser, including financial planners |
| GREATER PACIFIC SOLUTIONS, FINANCIAL AND INSURANCE SERVICES | Insurance company or agency |
| SHOREFRONT INSURANCE SOLUTIONS | Insurance company or agency |
| SPECTRUM CONSULTING GROUP | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JUSTIN, PAUL, RICHARD | Individual | SOVRAN USA, INC. | CEO | 02/2024 | 50-75% |
| MARTINSON, JEREMY, SCOT | Individual | – | PRESIDENT AND CFO | 12/2023 | < 5% |
| SOVRAN USA, INC. | Domestic Entity | – | OWNER | 02/2024 | > 75% |
| JUSTIN, PAUL, RICHARD | Individual | – | CEO | 02/2024 | < 5% |
| MARTINSON, JEREMY, SCOT | Individual | SOVRAN USA, INC. | PRESIDENT AND CFO | 02/2024 | 25-50% |
| Espinoza, Elizabeth | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |