Silvant Capital Management LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 146025
- Registered since
- January 25, 2008
- Website
- www.silvantcapital.com
- Custodians
- U.S. BANK, N.A., TRUIST INVESTMENT SERVICES, INC., REGIONS FINANCIAL CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies82.13%
- State / Municipal Government7.4%
- Charitable Organizations4.23%
- Corporations / Businesses2.26%
- Other2.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Silvant Capital Management LLC is an SEC-registered institutional registered investment adviser that began SEC registration in 2008. The firm is organized as an LLC with ownership described as a combination of a domestic entity and an individual. Its client focus is institutional, and its advisory work includes discretionary portfolio management for individuals and small businesses, investment companies, and other business or institutional clients. Compensation is primarily a percentage of assets under management with the potential for performance-based fees. The firm does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant. Filings indicate a range of industry affiliations — including relationships with a broker-dealer and roles as an adviser or sponsor/GP of pooled investment vehicles, as well as CPO/CTA activity — which suggests the firm can operate pooled vehicles in addition to providing advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5Michael Sansoterra
Chief Investment Officer, Senior Portfolio ManagerCRD 4485381

Richard Smirl
Executive Vice President & Chief Operating OfficerCRD 4232829

George Aylward
President and Chief Executive OfficerCRD 4932163
Contacts
1 of 1
Andra Purkalitis
Executive Vice PresidentCRD 3070864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$6.8M in ETFs
87%
$5.9M
0%
$897K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $4.5M | 6,045 | 65.95% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3333 Piedmont Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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