Savvy Labs Inc
Firm details
- Headquarters
- New York, New York
- CRD number
- 322453
- Registered since
- January 2, 2024
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers99.47%
- Investment Companies0.42%
- Corporations / Businesses0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Savvy Labs Inc. is an institutional registered investment adviser classified as a corporation and privately owned by an individual. The firm became SEC-registered in 2024 and lists its primary client base as institutional. Its advisory mandate includes portfolio management for both businesses/institutions and individuals or small businesses. Compensation comes via AUM-based fees and fixed fees. The firm does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser.
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
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
3 of 3Jennifer Lee
Chief Compliance OfficerCRD 4528437
Stephen Mcguinness
Chief Operating OfficerCRD 1478789
David Mike
Chief Executive Officer & Co-FounderCRD 3258609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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