SAVANT PARTNERS, LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 312567
- Registered since
- January 11, 2021
- Website
- www.savantgrowth.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Savant Partners, LLC is a private equity manager that serves as sponsor and general partner for pooled investment vehicles. The firm focuses on running closed-end private funds for an institutional client base and operates as the portfolio manager for those pooled vehicles. Its advisory model centers on direct control and governance of fund-level investments rather than providing broad advisory services to retail clients. The firm’s business model aligns manager economics with investment performance: it charges both a percentage-of-AUM fee and performance-based fees, consistent with typical private fund structures. Savant Partners, LLC is not positioned as an ESG-driven allocator and is not registered as a multi-state adviser; its activity is concentrated on managing private equity vehicles and related ventures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2ERIC FILIPEK
Partner and CCOCRD 2946900
JAVIER ROJAS
Founder and Managing PartnerCRD 2100456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 400 Concar Dr
- Time zone
- PT (UTC-8)
- Office locations
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