SAVANT PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$310M
Discretionary
$310M
100% of AUM
Avg account
$28.1M
Accounts
11
Employees
4
Advisory reps
2

Firm details

Headquarters
SAN MATEO, California
CRD number
312567
Registered since
January 11, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Savant Partners, LLC is a private equity manager that serves as sponsor and general partner for pooled investment vehicles. The firm focuses on running closed-end private funds for an institutional client base and operates as the portfolio manager for those pooled vehicles. Its advisory model centers on direct control and governance of fund-level investments rather than providing broad advisory services to retail clients. The firm’s business model aligns manager economics with investment performance: it charges both a percentage-of-AUM fee and performance-based fees, consistent with typical private fund structures. Savant Partners, LLC is not positioned as an ESG-driven allocator and is not registered as a multi-state adviser; its activity is concentrated on managing private equity vehicles and related ventures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ERIC FILIPEK

    Partner and CCOCRD 2946900

  • JAVIER ROJAS

    Founder and Managing PartnerCRD 2100456

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
400 Concar Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth