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| Savant Partners LLC
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|
|---|---|
| CRD # | 312567 |
| SEC # | 801-120652 |
| CIK # | |
| AUM | $280.5 MM (2023-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 347-266-2976 |
| Address | 400 Concar Drive San Mateo, CA 94402 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Savant Growth Fund I Side Car A-CB | 2022-03-16 | 5.5 | |
| PE | Savant Growth Fund I Side Car A-Cllr | 2022-03-16 | 15.0 | |
| PE | Savant Growth Fund I Side Car A-Mnlf | 2022-03-16 | 5.7 | |
| PE | Savant Growth Fund I Side Car A-UG | 2022-03-16 | 3.9 | |
| PE | Savant CB SPV LLC | 2021-03-31 | 5.6 | |
| PE | Savant CNV SPV LLC | 2021-03-31 | 19.6 | |
| PE | Savant INPR SPV LLC | [2021-03-31] | 5.3 | 20.1 |
| PE | Savant Growth Fund I-A LP | [2021-02-27] | 0.0 | 51.4 |
| PE | Savant Growth Fund I-B Feeder LLC | [2021-02-27] | 0.0 | 1.6 |
| PE | Savant Growth Fund I-B LP | [2021-02-27] | 0.0 | 0.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 445.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 445.5 |
| By Discretionary | ||
| Discretionary | 12 | 445.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 445.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.5 | |
| Total | 12 | 445.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Eric Filipek | 13 | ||
| Javier Rojas | 13 | ||
| Kennet Partners LLC | 3 | ||
| None Savant Growth GP I LLC | 1 |
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|---|---|---|
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|
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|
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|
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✚
|
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