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| Savior LLC
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|
|---|---|
| CRD # | 299178 |
| SEC # | 801-114564 |
| CIK # | 0001790723 |
| AUM | $111.5 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-699-8877 |
| Address | 40 Washington Street Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Powershares DB Agriculture Fund | 1.7 | ||
| SPDR Gold Trust | 1.5 | ||
| Proshares Trust II | 1.3 | ||
| Procter & Gamble Co | 0.6 | ||
| Northeast Utilities | 0.4 | ||
| Holdings by Sector ($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) | 149 | 23.8 |
| (b) Individuals (high net worth individuals) | 9 | 16.2 |
| (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 | 13 | 59.7 |
| (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 | 77 | 11.8 |
| (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 | 352 | 111.5 |
| By Discretionary | ||
| Discretionary | 270 | 77.6 |
| Non-Discretionary | 82 | 33.9 |
| Total | 352 | 111.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.5 | |
| Total | 352 | 111.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Stephen Lombardi | 15 | ||
| Kelsey Cuddy | 14 | ||
| Todd Ingwersen | 14 | ||
| Sandro Gelfusa | 13 | ||
| Maria Ingwersen | 12 | ||
| Sandra Gelfusa | 1 | ||
| Maria Ingwersem | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001790723] |
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