Samuel Y Lee
Managing Member / CcoSvrn Asset Management, LLCCRD 6480717
About Samuel Y Lee
Samuel Y Lee is listed as Managing Member / Cco at Svrn Asset Management, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Over 75%. Samuel Y Lee is associated with 3 registered advisers.
Reported ownership
Owns Over 75% of Svrn Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Samuel Y Lee work?
Samuel Y Lee is listed as Managing Member / Cco at Svrn Asset Management, LLC on SEC Form ADV.
How much of Svrn Asset Management, LLC does Samuel Y Lee own?
Form ADV reports a beneficial ownership band of Over 75%.
Svrn Asset Management, LLC
| Title | Managing Member / Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2015 |
Militia Investments, LLC
| Title | Chief Compliance Officer/Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |
Militia Capital Management, LLC
| Title | Chief Compliance Officer, Chief Financial Officer, Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |