SERVATUS CAPITAL, LLC
Legal name: SERVATUS CAPITAL
CRD #311428 SEC #801-132631 NAPLES, FL 314-750-1167
SEC Registered
Total AUM
$109.7M
Discretionary
$109.7M
Employees
2
Clients
0
Accounts
25
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEPHEN, DANIEL, GERARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| STEPHEN, DANIEL, GERARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PERRY, DANIEL, GERARD | I | MEMBER | B | |
| PERRY, DANIEL, GERARD | I | MEMBER | B | |
| Ramos, Mitchel | I | MEMBER | B | |
| Ramos, Mitchel | I | MEMBER | B | |
| DUNN, ROBERT, DUFFY | I | DIRECTOR AND PARTNER | A | Control |
| DUNN, ROBERT, DUFFY | I | DIRECTOR AND PARTNER | A | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (3)
FL MO NE
Address
999 VANDERBILT BEACH ROADSUITE 707
NAPLES, FL 34108
United States
Phone: 314-750-1167