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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 5
Registration SEC, Approved, 7/29/2021
Other registrations (1)
Former registrations

SOVIERO ASSET MANAGEMENT, LP

AUM* 242,181,690 -3.80%
of that, discretionary 242,181,690 -3.80%
Private Fund GAV* 242,181,690 -3.80%
Avg Account Size 80,727,230 -3.80%
SMA’s No
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 850M 638M 425M 213M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$242,181,690

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Brochure Summary

Overview

Soviero Asset Management, LP (“Adviser,” “we” or “us”) is a Delaware limited partnership that commenced business operations in June 2018. The Adviser is principally owned and controlled, directly or indirectly, by Thomas Soviero. We generally invest on behalf of our clients (as defined below) in long and short equity and credit investments in U.S. companies that we believe have leveraged capital structures (companies with debt or companies with debt-like obligations rated below investment grade), turnaround stories or potentially disruptive emerging technologies. We currently manage the following private investment funds (each, a “Fund” and, collectively, the “Funds”):
• Soviero Partners, LP;
• Soviero Offshore Fund, Ltd.; and
• Soviero Master Fund, LP. Soviero Advisors, LLC (the “General Partner”) is the general partner of Soviero Partners, LP and Soviero Master Fund, LP. Like the Adviser, the General Partner is principally owned and controlled, directly or indirectly, by Thomas Soviero. Unless and only to the extent that the context
otherwise requires, references to the Adviser, we or us herein are deemed to include references to the General Partner as well. We provide discretionary investment advice to the Funds. In the future, we may provide discretionary and/or non-discretionary investment advice to other private investment funds and/or separately managed accounts (collectively with the Funds, “clients”). The Funds are managed in accordance with their own investment and trading objectives, as described in their respective offering documents and/or governing agreements. We generally do not permit investors in the Funds that we manage to impose limitations on the investment activities described in the Funds’ offering documents. Under certain circumstances, we may contract with a client to adhere to limited risk and/or operating guidelines imposed by the client. We negotiate such arrangements on a case-by- case basis. As of December 31, 2023, we managed approximately $242,181,690 in regulatory assets under management on a discretionary basis. Currently, we do not manage any assets on a non-discretionary basis.