Savanna Investment Management Llc
- Regulatory AUM
- $580M
- Discretionary
- $580M
- Clients
- 27
- Avg AUM / client
- $21.5M
- Accounts
- 27
- Employees
- 39
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 27 | $580M | 100.0% |
Private funds (26)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $526M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Savanna Real Estate (Aiv) Fund Iv, L.P. | Real Estate Fund | Delaware | $112M | 7 |
| 141 Willoughby Qof, L.P. | Real Estate Fund | Delaware | $93.5M | 137 |
| Sref Iv Bryant Park Co Invest, L.P. | Real Estate Fund | Delaware | $81.3M | 8 |
| N Flagler Drive (Us), Llc | Real Estate Fund | Delaware | $65.7M | 61 |
| Savanna Real Estate Fund Iv, L.P. | Real Estate Fund | Delaware | $28.2M | 12 |
| N Flagler Drive Ffg Feeder, Llc | Real Estate Fund | Delaware | $25.7M | 45 |
| Savanna Real Estate Fund Iia, L.P. | Real Estate Fund | Delaware | $18.7M | 13 |
| Sref Iv 521 Fifth Avenue Co Invest, L.P. | Real Estate Fund | Delaware | $17.7M | 5 |
| Savanna Real Estate (Piv) Fund V, L.P. | Real Estate Fund | Delaware | $16.2M | 4 |
| Savanna Real Estate Fund V, L.P. | Real Estate Fund | Delaware | $14.1M | 3 |
| Savanna Real Estate (Aiv) Fund Iia, L.P. | Real Estate Fund | Delaware | $13.2M | 7 |
| Savanna Real Estate (Piv) Fund Iv, L.P. | Real Estate Fund | Delaware | $10.8M | 4 |
| Savanna Myers Cf Member, Llc | Real Estate Fund | Delaware | $8.8M | 198 |
| Savanna Real Estate (Aiv) Fund V, L.P. | Real Estate Fund | Delaware | $7.8M | 1 |
| Savanna Real Estate (Piv) Fund Iia, L.P. | Real Estate Fund | Delaware | $3.4M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bienstock, Nicholas, Canby | Co Chairman And Chief Executive Officer | Nov 2003 (23y) | ≈ 14.06% – 50% via Savanna Services Holdings, Llc | |
| Schlank, Christopher, Colgan | Co Chairman And President | Nov 2003 (23y) | ≈ 14.06% – 50% via Savanna Services Holdings, Llc | |
| Kitay, Valerie, Hannah | Chief Legal Officer | Apr 2017 (9y) | Less than 5% | |
| Torres, Jose, Javier | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Savanna Services, Llc | Sole Member | May 2011 | A | 75% or more |
| Savanna Services Holdings, Llc | Member | May 2011 | B | ≈ 56.25% – 100% via Savanna Services, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bienstock, Nicholas, Canby: 25% – 50% of Savanna Services Holdings, Llc × 75% – 100% of Savanna Services, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Schlank, Christopher, Colgan: 25% – 50% of Savanna Services Holdings, Llc × 75% – 100% of Savanna Services, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Savanna Services Holdings, Llc: 75% – 100% of Savanna Services, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (26, $526M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Savanna Real Estate (Aiv) Fund Iv, L.P. | Real Estate Fund | $112M | $10.0M | 7 |
| 141 Willoughby Qof, L.P. | Real Estate Fund | $93.5M | $100K | 137 |
| Sref Iv Bryant Park Co Invest, L.P. | Real Estate Fund | $81.3M | $0 | 8 |
| N Flagler Drive (Us), Llc | Real Estate Fund | $65.7M | $500K | 61 |
| Savanna Real Estate Fund Iv, L.P. | Real Estate Fund | $28.2M | $10.0M | 12 |
| N Flagler Drive Ffg Feeder, Llc | Real Estate Fund | $25.7M | $100K | 45 |
| Savanna Real Estate Fund Iia, L.P. | Real Estate Fund | $18.7M | $10.0M | 13 |
| Sref Iv 521 Fifth Avenue Co Invest, L.P. | Real Estate Fund | $17.7M | $0 | 5 |
| Savanna Real Estate (Piv) Fund V, L.P. | Real Estate Fund | $16.2M | $10.0M | 4 |
| Savanna Real Estate Fund V, L.P. | Real Estate Fund | $14.1M | $10.0M | 3 |
| Savanna Real Estate (Aiv) Fund Iia, L.P. | Real Estate Fund | $13.2M | $10.0M | 7 |
| Savanna Real Estate (Piv) Fund Iv, L.P. | Real Estate Fund | $10.8M | $10.0M | 4 |
| Savanna Myers Cf Member, Llc | Real Estate Fund | $8.8M | $25.0K | 198 |
| Savanna Real Estate (Aiv) Fund V, L.P. | Real Estate Fund | $7.8M | $10.0M | 1 |
| Savanna Real Estate (Piv) Fund Iia, L.P. | Real Estate Fund | $3.4M | $10.0M | 2 |
| Savanna Cortex Holdings, L.P. | Other Private Fund | $2.2M | $0 | 26 |
| 141 Willoughby (Aiv) Qof, L.P. | Real Estate Fund | $2.1M | $100K | 9 |
| Savanna Cortex Holdings Ii, L.P. | Other Private Fund | $1.5M | $0 | 19 |
| Sref Iv 44 Th Street Co Invest, L.P. | Real Estate Fund | $1.1M | $0 | 5 |
| Savanna Cortex Holdings V, L.P. | Other Private Fund | $1.0M | $0 | 8 |
| Sref Iii 47 Th Avenue Co Invest, L.P. | Real Estate Fund | $364K | $0 | 5 |
| Savanna Cortex Holdings Iv, L.P. | Other Private Fund | $300K | $0 | 10 |
| Savanna Cortex Holdings Iii, L.P. | Other Private Fund | $208K | $0 | 5 |
| Sref Iii William Co Invest, L.P. | Real Estate Fund | $0 | $0 | 2 |
| Savanna Real Estate Fund Iii, L.P. | Real Estate Fund | $0 | $10.0M | 20 |
Top 25 of 26 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 7.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗