Shreekkanth Viswanathan is a CFA-designated registered investment advisor at Svn Capital, LLC, based in Lincolnshire, IL, with 9 years of industry experience. Shreekkanth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SVN Capital charges a quarterly management fee for separately managed accounts. For non-qualified clients, the fee is 0.375% per quarter (1.5% annually). For "qualified clients" who elect to pay a performance-based fee, the management fee is 0.25% per quarter (1.0% annually). SVN also charges an annual incentive fee of 10% of any increase in the account's net assets exceeding a 5% annualized rate of return.
Location
Lincolnshire, IL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Svn Capital, LLC
Previous Registrations
Piper Jaffray & CO.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.