Savitr Capital LLC (San Francisco)


Savitr Capital LLC is a large advisory firm based in San Francisco. It manages $164.86 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

Savitr Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Savitr Capital: assets under management

The assets under management (AUM) of Savitr Capital LLC is $164.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $164.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.97 million each.
Savitr Capital has custody of $120.5 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Savitr Capital 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Andrew Reuben Midler General partner 1 Jan 2006 75% - 100% 2489430
Lllp Standard Pacific Capital Holdings Limited partner 1 Mar 2008 50% - 75% 66-0668213
Llc Standard Pacific Capital Holdings Limited partner 1 Mar 2008 75% - 100% 66-0668213

Based in San Francisco

The principal office where Savitr Capital LLC performs its advisory services is located at One Market Plaza, Steuart Tower, San Francisco, CA 94105, 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 415-430-4200 or by fax 415-371-1840. The normal business hours are 6:30 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.savitrcapital.com.