Savoir Faire Capital Management, LP

RIASEC RegisteredEst. 2023
Total AUM
$390M
Discretionary
$390M
100% of AUM
Avg account
$77.9M
Accounts
5
Employees
4
Advisory reps
2

Firm details

Headquarters
Norwalk, Connecticut
CRD number
306994
Registered since
July 21, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Savoir Faire Capital Management, LP is a limited partnership registered with the SEC in 2023 that serves institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and its fee arrangements include a percentage-of-AUM component alongside performance-based fees. It is organized as a domestic entity with individual ownership and is not identified as a capital allocator. The firm does not report active ESG investing and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Harold Wofsey

    Harold Wofsey

    OperationsCRD 5907349

  • Brian Crombie

    Managing DirectorCRD 6736577

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, 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
Fairfield
Address
18 Marshall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth