SAVOIE CAPITAL LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- Derivatives1%
Owners & executives
1 of 1PAUL SAVOIE
CEOCRD 1668085
Contacts
1 of 1RICHARD DOOLEY
Risk ManagerCRD 5879453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$79.5M in ETFs
97%
$77M
2%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $26.7M | 48,411 | 33.57% |
Location
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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