RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FILIPEK, ERIC, JAMESIPARTNERNA Control
FILIPEK, ERIC, JAMESIPARTNERNA Control
FILIPEK, ERIC, JAMESIPARTNERNA Control
FILIPEK, ERIC, JAMESIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
FILIPEK, ERIC, JAMESIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
FILIPEK, ERIC, JAMESIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
FILIPEK, ERIC, JAMESIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
FILIPEK, ERIC, JAMESIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
ROJAS, JAVIER, EDWARDOIPARTNERNA Control
SCHNUERER, RICHARD, ANTHONYICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
SCHNUERER, RICHARD, ANTHONYICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
SCHNUERER, RICHARD, ANTHONYICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
SAVANT GROWTH LLCDEMANAGING MEMBERE Control
ROJAS, JAVIER, EDWARDOICHIEF COMPLIANCE OFFICERD Control
FILIPEK, ERIC, JAMESIPARTNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ROJAS, JAVIER, EDWARDOISAVANT GROWTH LLCD Control
ROJAS, JAVIER, EDWARDOISAVANT GROWTH LLCD Control
ROJAS, JAVIER, EDWARDOISAVANT GROWTH LLCD Control
ROJAS, JAVIER, EDWARDOISAVANT GROWTH LLCD Control
ROJAS, JAVIER, EDWARDOISAVANT GROWTH LLCD Control
ROJAS, JAVIER, EDWARDOISAVANT GROWTH LLCD Control
ROJAS, JAVIER, EDWARDOISAVANT GROWTH LLCD Control
FILIPEK, ERIC, JAMESISAVANT GROWTH LLCC Control
FILIPEK, ERIC, JAMESISAVANT GROWTH LLCC Control
FILIPEK, ERIC, JAMESISAVANT GROWTH LLCC Control
FILIPEK, ERIC, JAMESISAVANT GROWTH LLCC Control
FILIPEK, ERIC, JAMESISAVANT GROWTH LLCC Control
FILIPEK, ERIC, JAMESISAVANT GROWTH LLCC Control
FILIPEK, ERIC, JAMESISAVANT GROWTH LLCC Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (1)

CA

Address

400 CONCAR DRIVE
SAN MATEO, CA 94402
United States
Phone: 347-266-2976