|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Servatus Capital LLC
✚
|
|
|---|---|
| CRD # | 311428 |
| SEC # | 801-132631 |
| CIK # | |
| AUM | $109.7 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 314-750-1167 |
| Address | 999 Vanderbilt Beach Road Naples, FL 34108 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.8 |
| (b) Individuals (high net worth individuals) | 18 | 82.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 20.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 109.7 |
| By Discretionary | ||
| Discretionary | 25 | 109.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 109.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.7 | |
| Total | 25 | 109.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
My Financial Aurora Limited Liability Company
✚
|
TX | 0.1 |
|
Financial Planning Fort Collins LLC
✚
|
CO | 0.1 |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
CMG Financial Consulting LLC
✚
|
0.1 | |
|
Breakwater Financial LLC
✚
|
MA | 0.1 |
|
10Elms LLP
✚
|
0.1 | |
|
Municipal Asset Management Inc
✚
|
NY | 0.1 |