SILVANT CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 146025
- Registered since
- January 25, 2008
- Website
- www.silvantcapital.com
- Custodians
- U.S. BANK, N.A., TRUIST INVESTMENT SERVICES, INC., REGIONS FINANCIAL CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies82.13%
- State / Municipal Government7.4%
- Charitable Organizations4.23%
- Corporations / Businesses2.26%
- Other2.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Silvant Capital Management LLC is an SEC-registered investment adviser (registered in 2008) that primarily manages portfolios for institutional clients and high-net-worth individuals and small businesses. The firm charges asset-based fees and may assess performance-based fees on certain mandates, and its advisory services include portfolio management for individuals/small businesses, investment companies, and businesses or institutions. Silvant is not positioned as a capital allocator; it manages client assets directly while also maintaining industry affiliations that include acting as a sponsor or general partner of pooled vehicles and relationships with broker-dealers and commodity pool/operator or CTA activities. The firm does not identify as an active ESG investor.
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 Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5MICHAEL SANSOTERRA
Chief Investment Officer, Senior Portfolio ManagerCRD 4485381
RICHARD SMIRL
Executive Vice President & Chief Operating OfficerCRD 4232829
GEORGE AYLWARD
President and Chief Executive OfficerCRD 4932163
Contacts
1 of 1ANDRA PURKALITIS
Executive Vice PresidentCRD 3070864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$5.1M in ETFs
83%
$4.2M
0%
$897K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.9M | 6,045 | 76.70% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3333 Piedmont Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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