The SAVIOR WEALTH is a privately held investment adviser that advises $140.24mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. SAVIOR WEALTH is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 45.74% over the last 5-years.
The Group has been registered with the SEC for 7.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 40 WASHINGTON STREET SUITE 210, WELLESLEY, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees decreased by 80% over the last 5-years.
Their $140.24mn in assets advised are owned by 19 private funds, 0 public funds and BDCs and 52 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $86.47mn or 61.66% of Total Assets and High Net Worth Individuals own $28.1mn or 20.03% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 96.35% and 3.65% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
SAVIOR WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.