SAVANT PARTNERS, LLC
CRD #312567 SEC #801-120652 SAN MATEO, CA 347-266-2976
SEC Registered Private Funds
Total AUM
$273.2M
Discretionary
$273.2M
Employees
4
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $273.2M | $273.2M | $0 | 4 | 0 |
| Mar 2024 | $348.9M | $348.9M | $0 | 3 | 0 |
| May 2023 | $280.5M | $280.5M | $0 | 3 | 0 |
| Mar 2023 | $280.5M | $280.5M | $0 | 3 | 0 |
| Jan 2023 | $445.5M | $445.5M | $0 | 4 | 0 |
| Apr 2022 | $445.5M | $445.5M | $0 | 4 | 0 |
| Mar 2022 | $445.5M | $445.5M | $0 | 4 | 0 |
| Apr 2021 | $326.2M | $326.2M | $0 | 5 | 0 |
| Feb 2021 | $373.7M | $373.7M | $0 | 3 | 0 |
DateMar 2025
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$348.9M
Discretionary$348.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$280.5M
Discretionary$280.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$280.5M
Discretionary$280.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$326.2M
Discretionary$326.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$373.7M
Discretionary$373.7M
Non-Disc.$0
Employees3
Clients0