Fund of Funds and Co-Investing
The Fund of Funds team at Sovereign's Capital partners with experienced, faith-driven investment managers across a broad array of private markets asset classes.
The Fund of Funds team serves clients through two offerings: The Sovereign’s Capital Access Fund is our commingled fund series investing in primary fund offerings, secondaries, GP stakes, and direct co-investments across venture and private equity. We prioritize managers focused on strategies that promote human flourishing for customers and employees. Our commitment is to seek both market-leading returns and strong faith-driven values. Separately Managed Accounts (SMAs) are customized portfolios for investors seeking bespoke asset management programs to identify investment managers and companies that demonstrate love of God and neighbor. We have capabilities to conduct manager selection across venture, private equity, private credit, and real assets.
Team
Our investment team is made up of operators with industry and regional expertise.
Andrew Behrman
Senior Associate
John Coleman
Managing Partner
Kenny Ewell
Principal
Henry Kaestner
Partner
Luke Roush
Managing Partner
Kathryn Armstrong
Associate, Investor Relations
Hank Bowen
Associate, Investor Relations
Target Investment
What we look for
Clarity of Calling
We partner with private fund managers who acknowledge God’s calling on their lives through their personal testimony and embrace their role as an investor in enabling human flourishing in the marketplace.
Commitment to Excellence
We partner with investment managers who exhibit strong company culture throughout their portfolios and who firmly believe there is no performance trade-off for their impact-oriented approach
Case Studies
Lumos Capital Group
Lumos Capital Group invests in dynamic growth-stage companies in the human capital development sector (education technology, workforce development, knowledge services). Lumos takes an active approach, committing their time, network, and capital to accelerate portfolio companies’ market leadership. Lumos Capital Group's portfolio companies serve the entire age spectrum of learners and educators across K-12, higher education, and workforce development. Lumos prioritizes companies that serve people who may not otherwise have equal access to high-quality learning resources, such as students in low-income school districts, community college students, frontline workers, and unemployed adult learners.
Lumos Capital Fund I, LP is closed to new investors. For informational purposes only and does not constitute an offer or solicitation of an offer to buy any securities, funds, or investment advice or services by Lumos Capital Group LLC (Lumos). Alternative Investing involves substantial risk, including the possible loss of the entire investment amount. No assurance can be given that any investment will achieve its objectives or avoid losses.
Creation Investments Social Ventures Fund V, LP
Creation Investments Social Ventures Fund V, LP is a leading growth-equity fund investing in emerging markets. In 2007, Creation Investments was founded by Patrick Fisher and Ken Vander Weele to provide access to capital and financial services for the poor, believing that financial returns and social impact were not mutually exclusive, but highly correlated. Creation’s mission is to reduce poverty in the developing world through private market-based solutions within fintech, microfinance, insurance, and payments, amongst other types of financial institutions.
Creation Investments Social Ventures Fund V, LP is closed to new investors. For informational purposes only and does not constitute an offer or solicitation of an offer to buy any securities, funds, or investment advice or services by Creation Investments Capital Management, LLC (Creation Investments). Alternative Investing involves substantial risk, including the possible loss of the entire investment amount. No assurance can be given that any investment will achieve its objectives or avoid losses.
These case studies are examples of holdings and are subject to change without notice. The investment managers have been selected based on the top two Access Fund positions by the size of their end customer/client impact, as documented in their respective 2023 investor impact reports to help illustrate the investment process described herein.
Testimonials
At Teamworthy Ventures, we seek to partner with outstanding teams and to serve as worthy partners in the fulfillment of their mission. We are fortunate to partner with the Sovereign’s Capital team. They have been excellent partners to our investment team and helpful to our portfolio companies. We are grateful for their support of our Teamworthy Vision, Mission, and Values.
Stephen Schmalhofer | Teamworthy Ventures
When I think about the journey that has unfolded since the launch of Argosy Strategic Partners, the partnership with Sovereign’s Capital has been an essential part of the soil that we have been called to cultivate when it comes to our values as a team and our calling within our investment sphere. We are extremely grateful for their genuine care for the health of our team, the loving accountability they provide and like-minded vision when it comes to purpose and culture.
Chris Kim | Argosy Strategic Partners
These testimonials are provided not by clients of Sovereign's Capital Management, LLC but by portfolio companies of Sovereign’s Capital Funds which represents a material conflict of interest. No compensation has been provided for this testimonial.