Sovereign’s Capital

What Sovereign’s Capital does

Sovereign's Capital Management, LLC is an Atlanta-headquartered, SEC-registered investment adviser (CRD #301879) founded in 2012 that deploys capital across five distinct practice areas under a faith-driven investment thesis: lower-middle-market Private Equity ($10M-$100M revenue companies), early-stage Venture Capital (Seed and Series A in the U.S. and Southeast Asia), Public Equity, U.S. value-add Real Estate, and Fund of Funds and Co-Investing (funds managing $25M-$500M in AUM). The firm also operates the Sovereign's Flourish ETF (NYSE: SOVF), a publicly traded equity product targeting companies led by faith-driven CEOs, and runs a Business Consulting Group focused on succession planning, strategic planning, and corporate culture development for faith-driven and family-owned businesses with $20M-$200M in revenue. Its stated differentiators are the explicit integration of faith values, a willingness to hold investments long-term, and customized solutions tailored to owner needs, supported by thought-leadership content (notably the Faith Driven Investor podcast) and a Getro-powered portfolio job board.

The firm serves three primary customer sets: (1) institutional, family-office, and high-net-worth LPs who access the platform through separately managed accounts, the commingled Omega Fund, or the Access Fund; (2) founders and operators of faith-driven companies and fund managers seeking aligned capital across stages and asset classes; and (3) retail investors accessing the SOVF ETF on NYSE. Revenue is generated primarily through recurring investment management fees on over $1B in AUM, supplemented by ETF management fees and professional-services revenue from the Business Consulting Group. The firm employs 11-50 staff across headquarters in Atlanta and offices in Chattanooga, Nashville, and Jakarta, with a dedicated Managing Partner leading each of the five investment strategies and a co-CEO leadership structure (Luke Roush and John Coleman).

Distribution is multi-channel and relationship-driven: direct capital deployment to companies and managers, institutional and HNW distribution via SMAs and commingled funds, and retail distribution via the SOVF ETF through any brokerage account. Recent disclosed portfolio activity includes a $13M seed investment in AI company Level3AI (Jan 2026), a co-led $2.5M pre-seed in AI security startup Ciphero (Dec 2025), and participation in SportsVisio ($3.2M, Jun 2025) and Ideem ($2.4M, Apr 2025), alongside fund-of-funds holdings in Lumos Capital, Creation Investments, Teamworthy Ventures, and Argosy Strategic Partners.

Name

Sovereign’s Capital

Legal name

Sovereign's Capital Management, LLC

Website

http://sovereignscapital.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Sovereign's Capital is an Atlanta-based, SEC-registered faith-driven investment firm founded in 2012 that manages over $1B across private equity, venture capital, public equity (via SOVF ETF), real estate, and fund-of-funds strategies, serving faith-aligned companies, fund managers, institutional LPs, family offices, and retail investors.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Open-End Investment Funds (52591)

SIC

Investment Advice (6282), Investors, Nec (6799), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Venture Capital Fund-of-Funds / Multi-Manager Platforms (FSANAAAJ)

akta.pro secondary industries

Real Estate Funds — Opportunistic / Development (FSANAEAI), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Private equity investments
• Venture capital funding
• Faith-driven investing
• Fund of funds management
• Business consulting services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Management Fees: Revenue from managing capital across multiple investment strategies including private equity, venture capital, public equity, real estate, and fund of funds. The firm manages over $1B in assets and offers separately managed accounts and commingled fund structures.
2. Business Consulting Services: Business Consulting Group services for mature companies in succession planning, strategic planning, and corporate culture development. Targets businesses with $20-200 million in revenue.
3. ETF Management: Sovereign's Flourish ETF (SOVF) trades on NYSE, providing public equity investment in faith-driven companies.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Sovereign's Capital provides capital and strategic partnership to companies and funds led by faith-driven teams across five investment practice areas: Private Equity in lower middle market companies ($10M-$100M revenue), Venture Capital at Seed and Series A stages, Public Equity, U.S. Real Estate (value-add), and Fund of Funds/Co-Investing in fund managers with $25M-$500M AUM. The firm also operates a Business Consulting Group offering succession planning, strategic planning, and corporate culture development, and manages the Sovereign's Flourish ETF (SOVF) on NYSE.

Product overview

Sovereign's Capital is an investment firm offering five main investment strategies (Private Equity, Public Equity, Real Estate, Venture Capital, and Fund of Funds/Co-Investing) plus a Business Consulting Group. The firm also offers the Sovereign's Flourish ETF (SOVF) for public equity investing. All strategies share a common faith-driven approach focused on partnering with companies led by teams committed to human flourishing alongside financial returns.

Differentiator

Problem solved

Functional benefit

Brands

• Sovereign's Flourish ETF: Public equity ETF product listed on NYSE under ticker SOVF, investing in public companies led by faith-driven CEOs.
• Sovereign's Capital Access Fund
• Flourish Fund ETF

Products and services

• Private Equity Investment strategy partnering with business leaders in the forward stewardship of profitable, lower middle market companies with $10 million to $100 million in revenue and $3 million to $20 million in owner's earnings. Targets faith-driven teams seeking long-term capital and strategic partnership.
• Public Equity Investment strategy targeting publicly-traded companies led by faith-driven teams that have built unique cultures designed to promote human flourishing alongside financial performance.
• Real Estate Investment strategy in U.S.-based real estate alongside faith-driven managers with a primary focus on value-add strategies, including multi-family housing and workforce housing.
• Venture Capital Investment strategy for technology sector founders at Seed and Series A stages seeking top financial returns while contributing to human flourishing, with geographic focus on the U.S. and Southeast Asia.
• Fund of Funds and Co-Investing Investment strategy deploying capital into private equity and venture funds through primaries, secondaries, co-investments, and GP stakes, with focus on faith-driven fund managers managing $25 million to $500 million in assets.
• Business Consulting Group Advisory service partnering with faith-driven and family business owners in succession planning, strategic planning, and corporate culture development. Targets businesses with $20-200 million in revenue preparing for significant ownership and leadership transitions.
• Sovereign's Flourish ETF (SOVF) Publicly traded ETF on NYSE investing in public companies led by faith-driven CEOs seeking both performance and human flourishing outcomes.

Named customers4 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Timothy Plan: Faith-based mutual fund and ETF family serving Christian investors with values-screened strategies. Comparable to Sovereign's Capital's faith-driven public equity and ETF offerings.
• Inspire Investing: Faith-driven ETF sponsor focused on biblically responsible investing. Closely comparable to SOVF and to Sovereign's Capital's faith-driven public-equity thesis.
• StepStone Group: Public multi-manager private markets investment firm focused on fund investments, co-investments, and secondaries across PE, VC, real estate, and private credit. Directly comparable to Sovereign's Capital's Fund of Funds and Co-Investing practice and overall multi-strategy alt-manager structure.
• Hamilton Lane: Public private markets investment firm specializing in fund investments, co-investments, and direct/private credit solutions. Closely comparable to Sovereign's Capital's FoF/Co-Investing business and adviser platform serving institutions and private wealth.
• Eventide Asset Management: Faith-based mutual fund and ETF sponsor offering values-aligned investment products. Comparable to Sovereign's Capital on the faith-driven public equity/ETF side (SOVF) and overall values-based brand positioning.

Broad incumbents

• Ares Management: Large public alternative asset manager spanning private equity, credit, real estate, and secondaries. Comparable as a multi-strategy alt manager with overlapping fund-of-funds and PE/RE capabilities, though at vastly greater scale.
• KKR & Co. Global public alternative asset manager with PE, real estate, credit, and capital markets businesses. Overlaps with Sovereign's Capital across PE and real estate strategies, but at multibillion-dollar AUM scale.
• Vista Equity Partners: Large private equity firm focused on enterprise software and technology-enabled businesses. Comparable to Sovereign's Capital's VC and PE practices at the lower-middle-market and growth stages, though significantly larger and more specialized.

Others

• Lightspeed Venture Partners: Global venture capital firm active in AI, enterprise, and consumer technology, including co-investing alongside Sovereign's Capital in Level3AI. Comparable as a co-investor and as a benchmark for the kind of Seed/Series A tech bets Sovereign's Capital targets.
• Xendit: Leading Southeast Asia payment gateway and a portfolio/investment-relationship company of Sovereign's Capital. Comparable as a faith-driven-aligned growth-stage fintech in the firm's geographic and thematic remit.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SovereignsCap
• Facebookfacebook.com/662722323739352

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments95 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sovereign’s Capital