Savoir Faire Capital Management, LP

RIASEC RegisteredEst. 2023
Total AUM
$390M
Discretionary
$390M
100% of AUM
Avg account
$77.9M
Accounts
5
Employees
4
Advisory reps
2

Firm details

Headquarters
Norwalk, Connecticut
CRD number
306994
Registered since
July 21, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Savoir Faire Capital Management, LP is a limited partnership registered with the SEC in 2023 that operates as an institutional registered investment adviser. The firm’s stated client base is institutional, and its primary advisory activity is portfolio management for pooled investment vehicles. Compensation is a mix of a percentage-of-assets-under-management fee and performance-based fees. The firm identifies as a domestic entity/individual owner type and does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Contacts

2 of 2
  • Harold Wofsey

    Harold Wofsey

    OperationsCRD 5907349

  • Brian Crombie

    Managing DirectorCRD 6736577

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, 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
Fairfield
Address
18 Marshall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth