Silvant Capital Management LLC

RIASEC RegisteredEst. 2008
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$145M
Accounts
21
Employees
8
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
146025
Registered since
January 25, 2008
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Michael Sansoterra

    Michael Sansoterra

    Chief Investment Officer, Senior Portfolio ManagerCRD 4485381

  • Richard Smirl

    Richard Smirl

    Executive Vice President & Chief Operating OfficerCRD 4232829

  • George Aylward

    George Aylward

    President and Chief Executive OfficerCRD 4932163

Unlock 2 more executives

Contacts

1 of 1
  • Andra Purkalitis

    Andra Purkalitis

    Executive Vice PresidentCRD 3070864

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$6.8M in ETFs

Passive

87%

$5.9M

Active

0%

$897K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$4.5M6,04565.95%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth