SAVANNA INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$580M
Discretionary
$580M
100% of AUM
Avg account
$21.5M
Accounts
27
Employees
39
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
158770
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Savanna Investment Management LLC is a real estate–focused investment manager that operates primarily as the manager and sponsor of pooled investment vehicles. The firm is structured as a limited liability company, registered with the SEC since 2012, and concentrates on institutional clients. Its regulatory and operating footprint centers on portfolio management for pooled vehicles and CPO/CTA activities, and it also functions in roles common to real estate sponsors — acting as broker/sponsor, general partner, and managing member for its sponsored vehicles. Investment activity is centered on direct and pooled real estate exposures, supplemented by allocations to listed real estate securities where appropriate. The firm reports being an active ESG investor, which suggests ESG considerations are integrated into underwriting, asset management or manager selection processes. Fee arrangements combine a percentage-of-AUM component with performance-based fees, aligning manager compensation with fund-level or vehicle-level performance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • VALERIE KITAY

    Chief Legal OfficerCRD 6779249

  • NICHOLAS BIENSTOCK

    Co-Chairman and CEOCRD 6030301

Contacts

1 of 1
  • CHRISTOPHER SCHLANK

    Co-Chairman and PresidentCRD 6030311

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
430 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth