Savant Partners, LLC

Fee-Only (% of Portfolio)

Savant Partners manages investments for its private funds, focusing on high-growth software-as-a-service (SaaS) businesses in the U.S. Savant seeks significant ownership positions in these companies, with board representation. Savant also acts as a sub-advisor to certain private funds managed by Kennet Affiliates. Savant does not tailor its advisory services to the individual needs of investors, and investors may not directly impose restrictions on investing in certain securities or types of investments.

Assets Under Management$270M
Clients11
AdvisorsN/A
Avg. per Client$25M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Savant Partners manages investments for its private funds and related side car and co-investment funds. Savant receives a management fee, typically 1.25% per year, based on each investor’s capital commitment during the investment period and, thereafter, calculated based on invested capital. There is typically no management fee for co-investment funds. Savant also receives a percentage of profits on distributions made by the funds, generally up to 20% for the main fund and up to 15% for side car and co-investment funds.

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