Savant Partners LLC

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Savant Partners LLC ✚
CRD #	312567
SEC #	801-120652
CIK #
AUM	309.5 M (2026-04-01)
Employees	4 (100% Investors, 0% Brokers)
Phone	347-266-2976
Address	400 Concar Drive San Mateo, CA 94402
Source	[IAPD] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Savant Growth Fund I Side Car A-Mond LP	2025-03-28		1.8 M
PE	Savant Growth Fund I Side Car A-CB	2022-03-16		0.1 M
PE	Savant Growth Fund I Side Car A-CLLR	2022-03-16		76.1 M
PE	Savant Growth Fund I Side Car A-MNLF	2022-03-16		13.9 M
PE	Savant Growth Fund I Side Car A-UG	2022-03-16		4.7 M
PE	Savant CB SPV LLC	2021-03-31		0.5 M
PE	Savant CNV SPV LLC	2021-03-31		0.2 M
PE	Savant INPR SPV LLC	[2021-03-31]	5.3 M	35.6 M
	Offered $5,250,088 · Filed 2020-03-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	Savant Growth Fund I-A LP	[2021-02-27]		25.8 M
	Filed 2020-11-09 (D) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Savant Growth Fund I-B Feeder LLC	[2021-02-27]		0.4 M
	Filed 2020-11-09 (D) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Savant Growth Fund I-B LP	[2021-02-27]		0.1 M
	Filed 2020-11-09 (D) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Savant Growth Fund I LP	[2021-02-27]		146.0 M
	Filed 2020-11-09 (D) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Savant Growth Fund I Side Car A - CB LP	[2021-02-27]		4.0 M
	Filed 2020-11-09 (D) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Savant SN SPV LLC	[2020-03-27]	1.9 M	4.9 M
	Offered $1,930,034 · Filed 2020-03-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	Savant SPV LLC	[2018-03-28]	1.5 M	0.6 M
	Offered $1,545,000 · Filed 2016-10-13 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
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	11	309.5
(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	11	309.5
By Discretionary
Discretionary	11	309.5
Non-Discretionary	0	0.0
Total	11	309.5
By Non-United States Persons
Non-United States Persons		261.4
United States Persons		48.1
Total	11	309.5

Form D Directors	Role	# Filings	# Firms
Javier Rojas	Director, Executive Officer	14	2
Eric Filipek	Executive Officer	14	2
Kennet Partners LLC	Director	3	1
None Savant Growth GP I LLC	Executive Officer	1	1

Firm Profile (Form ADV)
Discretionary AUM	$0.4B
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Tilia Holdings LLC ✚	IL	311.9 M
Optimist Ventures LLC ✚	NY	311.3 M
Level Ventures Management LLC ✚	FL	310.9 M
TRP Capital Advisors VI LLC ✚	MI	310.8 M
Waypoint Capital Partners Advisors LLC ✚	CT	310.7 M
Prospect Hill Growth Partners LP ✚	MA	310.6 M
O15 Capital Partners LLC ✚	GA	310.3 M
ACM Advisors LLC ✚	WY	309.4 M
Battle Investment Group LLC ✚	GA	307.9 M
Symphony Technology Group LLC ✚	CA	307.3 M

Savant Partners LLC

Assets, Funds, Holdings