Savile Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm