MERCATO SAVORY MANAGEMENT, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 336251
- Registered since
- May 15, 2025
Firm profile
FINTRXOverview
Mercato Savory Management, LLC is a limited liability company that operates in the financial advisory sector. The firm is primarily focused on managing private funds, with a notable emphasis on venture capital investments. While it does not actively engage in ESG investing, it maintains affiliations with other investment advisers and sponsors, as well as managing pooled investment vehicles. The firm's classification remains unclassified, indicating a flexible approach to its investment strategy and client services.
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
Contacts
2 of 2Andrew Smith
Managing Partner & Co-FounderCRD 7962578
GREGORY WARNOCK
Co-FounderCRD 6050312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 1557 W Innovation Way
- Time zone
- MT (UTC-7)
- Office locations
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