Savoir Faire Capital Management, LP

RIASEC Registered
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 that operates as an institutional registered investment adviser. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients under a fee schedule that combines a percentage of assets under management with performance-based fees. Savoir Faire is registered with the SEC and completed its SEC registration in 2023. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.

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

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Client base

Client personas

Owners & executives

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Contacts

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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

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