Savant Partners LLC

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Assets, Funds, Holdings

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Savant Partners LLC
CRD #312567
SEC #801-120652
CIK #
AUM $348.9 MM (2024-03-20)
Employees 3 (67% Investors, 0% Brokers)
Phone347-266-2976
Address400 Concar Drive
San Mateo, CA 94402
Source [IAPD] [Website]
Total AUM ($MM)
4503602701809002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Savant Growth Fund I Side Car A-CB 2022-03-16 0.6
PE Savant Growth Fund I Side Car A-Cllr 2022-03-16 18.8
PE Savant Growth Fund I Side Car A-Mnlf 2022-03-16 9.4
PE Savant Growth Fund I Side Car A-UG 2022-03-16 6.8
PE Savant CB SPV LLC 2021-03-31 0.9
PE Savant CNV SPV LLC 2021-03-31 25.8
PE Savant INPR SPV LLC [2021-03-31] 5.3 27.9
PE Savant Growth Fund I-A LP [2021-02-27] 0.0 30.8
PE Savant Growth Fund I-B Feeder LLC [2021-02-27] 0.0 0.4
PE Savant Growth Fund I-B LP [2021-02-27] 0.0 0.1
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 12 348.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 12 348.9
By Discretionary
Discretionary 12 348.9
Non-Discretionary 0 0.0
Total 12 348.9
By Non-United States Persons
Non-United States Persons 328.2
United States Persons 20.7
Total 12 348.9
Form D Directors # Filings # Firms 2011 - 2024
Eric Filipek 14
Javier Rojas 13
Kennet Partners LLC 3
None Savant Growth GP I LLC 1
Comparable Firms State AUM ($BB)
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Arctaris Impact Investors LLC
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One Funds LLC
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Provenance Management Co LP
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B-29 Advisors LLC
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Arsenal Venture Partners Inc
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Sequel Holdings LP
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Dynasty Equity Partners Management LLC
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