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Savant Partners, LLC
Savant Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 312567, SEC file 801-120652), with its main...
Overview
Savant Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 312567, SEC file 801-120652), with its main office in San Mateo, California. Its Form ADV filed on 1 April 2026 reports $309.5M in regulatory assets under management across 11 accounts. The firm reports that it advises one or more private funds.
General information
Firm type
Registered Investment Adviser
AUM
$309.5M regulatory AUM (Form ADV, April 2026)
Location
Region
North America
Country
United States
City
San Mateo
Corporate office
San Mateo, CA, United States
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