SAVANNA INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158770
- Registered since
- March 30, 2012
- Website
- savannafund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Savanna Investment Management LLC is a real estate–focused investment manager that operates primarily as the manager and sponsor of pooled investment vehicles. The firm is structured as a limited liability company, registered with the SEC since 2012, and concentrates on institutional clients. Its regulatory and operating footprint centers on portfolio management for pooled vehicles and CPO/CTA activities, and it also functions in roles common to real estate sponsors — acting as broker/sponsor, general partner, and managing member for its sponsored vehicles. Investment activity is centered on direct and pooled real estate exposures, supplemented by allocations to listed real estate securities where appropriate. The firm reports being an active ESG investor, which suggests ESG considerations are integrated into underwriting, asset management or manager selection processes. Fee arrangements combine a percentage-of-AUM component with performance-based fees, aligning manager compensation with fund-level or vehicle-level performance.
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
Owners & executives
2 of 2VALERIE KITAY
Chief Legal OfficerCRD 6779249
NICHOLAS BIENSTOCK
Co-Chairman and CEOCRD 6030301
Contacts
1 of 1CHRISTOPHER SCHLANK
Co-Chairman and PresidentCRD 6030311
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
- 430 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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