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| Savvly Advisor LLC
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|
|
|---|---|
| CRD # | 321125 |
| SEC # | 801-130624 |
| CIK # | |
| AUM | $0.1 MM (2024-06-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 888-372-8859 |
| Address | 1035 Pearl Street Boulder, CO 80302 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($1000's) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Savvly Investment Fund 2 LP | [2024-06-06] | 0.1 | 0.1 |
| HF | Savvly Investment Fund 1 LP | 2022-04-12 | 0.0 |
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 75.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 75.2 |
| By Discretionary | ||
| Discretionary | 2 | 75.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 75.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 75.2 | |
| Total | 2 | 75.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Tony Derossi | 1 | ||
| Dario Fusato | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Probabilities Fund Management LLC
✚
|
WA | 0.0 |
|
Swiss Select Advisors LLC
✚
|
TX | 0.0 |
|
Torshen Capital Management LLC
✚
|
IL | 0.0 |
|
Moto Capital Group Inc
✚
|
FL | 0.0 |
|
Autumn Wind Asset Management Inc
✚
|
VA | 0.0 |
|
Samuel Capital Management LLC
✚
|
NY | 0.0 |
|
Thinkshop Advisors LLC
✚
|
NY | 0.0 |
|
Charles Lane Capital LLC
✚
|
NY | 0.0 |
|
Beehouse LLC
✚
|
NY | 0.0 |
|
Endowment Research Group LLC
✚
|
NY | 0.0 |