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 operating as an institutional registered investment adviser. The firm registered with the SEC in 2023 and identifies its client base as institutional, delivering portfolio management services through pooled investment vehicles. Its fee model combines a percentage of assets under management with performance-based fees, which aligns with an actively managed pooled-product structure rather than a traditional advisory-retainer model. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Regulatory and supplementary classifications indicate it is not a multi-state adviser, not a pension consultant, and is not recorded as a related adviser to another firm.

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

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Recent M&A activity

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Recent filings

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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