# SOVEREIGN HOLDINGS LLC

SOVEREIGN HOLDINGS LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 111049
- Type: SEC-registered investment adviser
- SEC file number: 801-20028
- Location: 3420 TORINGDON WAY, SUITE 350, CHARLOTTE, NC, 28277
- Phone: 704-366-1091
- Latest filing: 2010-09-16
- Regulatory AUM: $687.9M
- Discretionary AUM: $651.6M
- Non-discretionary AUM: $36.3M
- Clients: 6
- Accounts: 543

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| GEVRY BRIAN LEE | DIRECTOR | — |
| BROOKS ROBERT PATRICK | CHAIRMAN | — |
| HINES JEFFREY RANDALL | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| HINES ANDREA LIN | ADMINISTRATIVE PARTNER | — |
| SAUICKIE JOHN JOSEPH | ELECTED MANAGER | — |
| BENNETT PEGGY ANN | CHIEF COMPLIANCE OFFICER | — |
| FISHER JOHN WILSON | CEO/CHAIRMAN; CHAIRMAN | — |
| WIGHTMAN NIGEL DAVID | DIRECTOR; TITANIUM ASSET MANAGEMENT CORP. | — |
| DANKNER NOCHI | SHAREHOLDER | — |
| WALSH JOHN LEE | CHIEF COMPLIANCE OFFICER | — |
| COBB GREGORY HAMILTON | CHIEF INVESTMENT OFFICER; DIRECTOR/CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111049/similar
- Related entities: https://search.stillhousedata.com/firm/111049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.