Suvretta Capital Management, LLC (New York)
Suvretta Capital Management, LLC is a large advisory firm based in New York. It manages $4.49 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014.
Suvretta Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Suvretta Capital Management: assets under management
The assets under management (AUM) of Suvretta Capital Management, LLC is $4.49 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 350% since the beginning of its operation, and $4.49 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Suvretta Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Suvretta Capital Management serves?
The only and largest group of clients of Suvretta Capital Management is pooled investment vehicles with 7 clients and $4.49 billion of assets under management. Among the 6 most similar advisory firms, Suvretta Capital Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.49 billion for 7 clients. 71% of the firm’s clients are foreign persons or businesses.
Suvretta Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Suvretta Capital Management, LLC
The company employs 23 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Lp Suvretta Capital joined the executive team most recently as the Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in New York
The principal office where Suvretta Capital Management, LLC performs its advisory services is located at 540 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-702-5200 or by fax 212-702-5201. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at suvcap.com/.
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