Advisor at SVN Capital, LLC
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Firm
SVN Capital, LLC
Location
Lincolnshire, IL
Credentials
CFA®, Series 66
Industry experience
9 years
Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.
Based on SVN Capital, LLC
$0+: 1.5% per annum (0.375% quarterly) for non-qualified clients $0+: 1.0% per annum (0.25% quarterly) for qualified clients who elect to pay performance fee
10% of profits exceeding 5% annualized hurdle rate for qualified clients in separately managed accounts; 25% incentive allocation for private fund after 5% hurdle.
Account minimum: $500,000 Fee-only: Management fee based on percentage of assets under management; no commissions accepted.
Lincolnshire, IL
Illinois
SVN Capital, LLC
2018 - Present (8 years)
Preparatory work for launching SVN Capital, LLC
2018 - 2018 (1 year)
Keeley Asset Management
2015 - 2018 (3 years)
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