Savant Partners, LLC
Savant Partners, LLC is an SEC-registered asset manager in San Mateo, CA with $309.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Savant Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312567, SEC 801-120652, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $309.5M (2026-04-01)
- Firm type
- Asset Manager
- Location
- San Mateo, CA
- Employees
- 4
- Clients
- 11
- CRD
- 312567
- Ownership
- FILIPEK, ERIC, JAMES; SCHNUERER, RICHARD, ANTHONY; ROJAS, JAVIER, EDWARDO; SAVANT GROWTH LLC
How much AUM does Savant Partners, LLC have?
Savant Partners, LLC reported $309.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Savant Partners, LLC?
Disclosed owners and executives of Savant Partners, LLC include FILIPEK, ERIC, JAMES, SCHNUERER, RICHARD, ANTHONY, ROJAS, JAVIER, EDWARDO, SAVANT GROWTH LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.