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SAVANT PARTNERS, LLC
CRD 312567 · SEC 801-120652
400 CONCAR DRIVE, SAN MATEO, CA, 94402, United States
Phone
347-266-2976
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.5M
Discretionary AUM
$309.5M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $309.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD