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| Savior LLC
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|---|---|
| CRD # | 299178 |
| SEC # | 801-114564 |
| CIK # | 0001790723 |
| AUM | $140.2 M (2026-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-972-8467 |
| Address | 40 Washington Street Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Powershares DB Agriculture Fund | 2.1 | ||
| Northeast Utilities | 0.4 | ||
| Procter & Gamble Co | 0.4 | ||
| HUT 8 Corp | 0.3 | ||
| Tesla Motors Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Savior ORCH II SPV LP | [2023-03-28] | 0.0 | 1.4 |
| Other | Savior APP SPV LP | [2022-06-28] | 0.0 | 1.0 |
| Other | Savior Archetype Fund II SPV LP | [2022-06-28] | 0.0 | 2.5 |
| Other | Savior PSC SPV LLC | [2022-06-28] | 0.0 | 5.7 |
| Other | Savior Cspring SPV LLC | [2022-03-21] | 0.0 | 6.0 |
| Other | Savior Job-G SPV LLC | [2022-03-21] | 0.0 | 0.5 |
| Other | Savior NFC SPV LP | [2022-02-23] | 0.0 | 7.7 |
| Other | Savior Plstq SPV LP | [2022-02-23] | 0.0 | 14.7 |
| Other | Savior BTC SPV LP | 2021-11-03 | 10.2 | |
| Other | Savior ORCH SPV LP | [2021-11-03] | 0.0 | 2.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 18.3 |
| (b) Individuals (high net worth individuals) | 17 | 28.1 |
| (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 | 19 | 86.5 |
| (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 | 52 | 7.4 |
| (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 | 303 | 140.2 |
| By Discretionary | ||
| Discretionary | 10 | 35.4 |
| Non-Discretionary | 293 | 104.9 |
| Total | 303 | 140.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.2 | |
| Total | 303 | 140.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Stephen Lombardi | 15 | 2 | ||
| Kelsey Cuddy | 14 | 2 | ||
| Todd Ingwersen | 14 | 2 | ||
| Sandro Gelfusa | 13 | 2 | ||
| Maria Ingwersen | 12 | 1 | ||
| Sandra Gelfusa | 1 | 1 | ||
| Maria Ingwersem | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001790723] |
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|---|---|---|
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WA | 0.1 |
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Actitrust Wealth Management LLC
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FL | 0.1 |
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IL | 0.1 |
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Claremont Financial Group Inc
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CA | 0.1 |
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Jemma Investment Advisors LLC
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MD | 0.1 |
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Legacy PCG LLC
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CA | 0.1 |