SAVOIE CAPITAL LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$65.8M
Accounts
20
Employees
3
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
167497
Registered since
May 1, 2013
Custodians
CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Savoie Capital LLC is an SEC-registered investment adviser and hedge-fund manager that focuses on equity-oriented portfolio management for high-net-worth individuals, families and pooled investment vehicles. The firm operates as a capital allocator, running both separately managed accounts and at least one private hedge fund. Its stated preference is for exchange-traded equities, and its public filings show a concentrated equity approach with active position-level choices rather than a broad, market-cap-weighted indexing posture. The firm does not identify as an active ESG investor and primarily pursues strategies delivered through discretionary mandates and its pooled vehicle(s). Fee arrangements include a mix of asset-based, fixed and performance-based fees consistent with a manager that combines advisory relationships with fund management. Savoie Capital’s activities center on portfolio management for individuals/small businesses and for pooled investment vehicles, indicating a dual focus on bespoke client accounts and a fund platform through which the firm can deploy more active or opportunistic strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 90%, US Government Bonds 5%, Cash & Cash Equivalents 4%, Derivatives 1%90%
  • Exchange Traded Equities90%
  • US Government Bonds5%
  • Cash & Cash Equivalents4%
  • Derivatives1%

Owners & executives

1 of 1
  • PAUL SAVOIE

    CEOCRD 1668085

Contacts

1 of 1
  • RICHARD DOOLEY

    Risk ManagerCRD 5879453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$79.5M in ETFs

Passive

97%

$77M

Active

2%

$2.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$26.7M48,41133.57%

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
2500 W Bradley Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth