Savanna Investment Management LLC is a large advisory firm based in New York. It manages $1.53 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Savanna Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Savanna Investment Management LLC is $1.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Savanna Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Savanna Investment Management is pooled investment vehicles with 22 clients and $1.53 billion of assets under management. Among the 11 most similar advisory firms, Savanna Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.53 billion for 22 clients. None of the firm’s clients are foreign persons or businesses.
Savanna Investment Management also advises several private funds. Namely, fifteen real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 37 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Savanna Investment Management LLC performs its advisory services is located at 430 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-229-0101 or by fax 212-229-1113. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at savannafund.com.