The SAVOIE CAPITAL LLC is a privately held investment adviser that advises $1.43Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SAVOIE CAPITAL LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 7.29% over the last 5-years.
The Group has been registered with the SEC for 13.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2500 W. BRADLEY PLACE, CHICAGO, ILLINOIS. 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 3 investment and 0 non-investment staff. The total number of Employees decreased by 25% over the last 5-years.
Their $1.43Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.32Bn or 91.73% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $118.59mn or 8.27% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $118.59mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SAVOIE CAPITAL LLC names 1 sub-adviser KKM FINANCIAL LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.