Savant Partners, Llc
- Regulatory AUM
- $310M
- Discretionary
- $310M
- Clients
- 11
- Avg AUM / client
- $28.1M
- Accounts
- 11
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $310M | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $349M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Savant Growth Fund I, Lp | Private Equity Fund | Delaware | $223M | 15 |
| Savant Growth Fund I A, Lp | Private Equity Fund | Cayman Islands | $30.8M | 15 |
| Savant Inpr Spv Llc | Private Equity Fund | Delaware | $27.9M | 8 |
| Savant Cnv Spv Llc | Private Equity Fund | Delaware | $25.8M | 8 |
| Savant Growth Fund I Side Car A Cllr | Private Equity Fund | Delaware | $18.8M | 2 |
| Savant Growth Fund I Side Car A Mnlf | Private Equity Fund | Delaware | $9.4M | 3 |
| Savant Growth Fund I Side Car A Ug | Private Equity Fund | Delaware | $6.8M | 2 |
| Savant Sn Spv Llc | Private Equity Fund | Delaware | $3.9M | 12 |
| Savant Cb Spv Llc | Private Equity Fund | Delaware | $941K | 10 |
| Savant Growth Fund I Side Car A Cb | Private Equity Fund | Delaware | $599K | 6 |
| Savant Growth Fund I B Feeder, Llc feeder | Private Equity Fund | Delaware | $357K | 8 |
| Savant Growth Fund I B, Lp master | Private Equity Fund | Delaware | $66.4K | 8 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Filipek, Eric, James | Partner And Chief Compliance Officer | Jan 2021 (6y) | ≈ 18.75% – 50% via Savant Growth Llc | |
| Rojas, Javier, Edwardo | Member | Jan 2021 (6y) | ≈ 37.5% – 75% via Savant Growth Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Savant Growth Llc | Managing Member | Jan 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Filipek, Eric, James: 25% – 50% of Savant Growth Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Rojas, Javier, Edwardo: 50% – 75% of Savant Growth Llc × 75% – 100% direct ≈ 37.5% – 75% 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 (12, $349M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Savant Growth Fund I, Lp | Private Equity Fund | $223M | $1.0M | 15 |
| Savant Growth Fund I A, Lp | Private Equity Fund | $30.8M | $1.0M | 15 |
| Savant Inpr Spv Llc | Private Equity Fund | $27.9M | $200K | 8 |
| Savant Cnv Spv Llc | Private Equity Fund | $25.8M | $200K | 8 |
| Savant Growth Fund I Side Car A Cllr | Private Equity Fund | $18.8M | $1.0M | 2 |
| Savant Growth Fund I Side Car A Mnlf | Private Equity Fund | $9.4M | $1.0M | 3 |
| Savant Growth Fund I Side Car A Ug | Private Equity Fund | $6.8M | $1.0M | 2 |
| Savant Sn Spv Llc | Private Equity Fund | $3.9M | $200K | 12 |
| Savant Cb Spv Llc | Private Equity Fund | $941K | $200K | 10 |
| Savant Growth Fund I Side Car A Cb | Private Equity Fund | $599K | $1.0M | 6 |
| Savant Growth Fund I B Feeder, Llc | Private Equity Fund | $357K | $1.0M | 8 |
| Savant Growth Fund I B, Lp | Private Equity Fund | $66.4K | $1.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 2.95 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 it does not have 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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗