Savile Capital Management LLC provides investment management and advisory services primarily focused on debt and fixed income instruments, such as leveraged loans and bonds, for private funds, pooled investment vehicles, and other institutional investors. Savile Capital Management operates as a relying adviser under an umbrella registration filed by Consultiva Wealth Management Corp. None of the clients served by Savile Capital Management are individual retail investors. Savile Capital Management exercises investment discretion for the vast majority of its engagements, utilizing quantitative and fundamental analysis with an emphasis on rigorous credit analysis to manage portfolio risk. The firm is affiliated with several entities under the Savile Capital Group umbrella, including an SEC-registered introducing broker-dealer, a CFTC-registered introducing broker-dealer, other registered investment advisers, and insurance firms, which creates common ownership and operational relationships.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Asset-based fees range from 1% to 3% and are negotiable based on client needs and engagements. Sub-advisory fees range from 5% to 20% of the primary manager's advisory fee.