# Savanna Investment Management LLC

> Savanna Investment Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 158770
- Filed as: SAVANNA INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158770
- AdvisorCensus page: https://advisorcensus.com/firm/savanna-investment-management-llc-new-york-ny-158770

## Quick answers

**How is Savanna Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Savanna Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Savanna Investment Management LLC located?**
Savanna Investment Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Savanna Investment Management LLC registered with the SEC or a state?**
Savanna Investment Management LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158770.

**How much does Savanna Investment Management LLC manage?**
Savanna Investment Management LLC reports $579,548,393 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Savanna Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Savanna Investment Management LLC: Regulatory assets under management: $1,487,465,650 in the October 2021 data and $579,548,393 in the October 2026 data, down 61%. Total employees: 35 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Savanna Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).

**Does Savanna Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158770

**What changed in Savanna Investment Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $366,693,665 to $579,548,393 (+58%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $579,548,393
- Discretionary: $579,548,393
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $579,548,393 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 39 total, 18 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [savannafund.com](https://savannafund.com)
- Instagram @savannarealestate
- LinkedIn @savanna-real-estate-fund

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,487,465,650 | 35 | March 31, 2021 |
| October 2022 | $1,528,766,758 | 37 | March 30, 2022 |
| October 2023 | $1,104,512,398 | 39 | June 8, 2023 |
| October 2024 | $540,542,706 | 32 | September 10, 2024 |
| October 2025 | $366,693,665 | 35 | March 31, 2025 |
| October 2026 | $579,548,393 | 39 | March 31, 2026 |

Regulatory assets under management: $1,487,465,650 in the October 2021 data and $579,548,393 in the October 2026 data, down 61%.
Total employees: 35 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $366,693,665 to $579,548,393 (+58%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savanna Investment Management LLC (CRD 158770): Form ADV filing data as of October 2026.