{
  "crd_number": 312567,
  "slug": "savant-partners-llc-san-mateo-ca-312567",
  "primary_business_name": "SAVANT PARTNERS, LLC",
  "legal_name": "SAVANT PARTNERS, LLC",
  "dbas": [],
  "city": "San Mateo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-11",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 309505362.0,
  "raum_discretionary": 309505362.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 309505362.0,
      "count": 11
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://savantgrowth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312567",
  "city_as_filed": "SAN MATEO",
  "url": "https://advisorcensus.com/firm/savant-partners-llc-san-mateo-ca-312567",
  "display_name": "Savant Partners, LLC",
  "summary": "Savant Partners, LLC is an SEC-registered investment advisory firm in San Mateo, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Savant Partners, LLC (CRD 312567): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Savant Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Savant Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Savant Partners, LLC located?",
      "a": "Savant Partners, LLC's principal office is in San Mateo, CA, according to its Form ADV."
    },
    {
      "q": "Is Savant Partners, LLC registered with the SEC or a state?",
      "a": "Savant Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312567."
    },
    {
      "q": "How much does Savant Partners, LLC manage?",
      "a": "Savant Partners, LLC reports $309,505,362 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Savant Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Savant Partners, LLC: Regulatory assets under management: $326,154,560 in the October 2021 data and $309,505,362 in the October 2026 data, down 5%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Savant Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)."
    },
    {
      "q": "Does Savant Partners, LLC report any disciplinary disclosures?",
      "a": "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/312567"
    },
    {
      "q": "What changed in Savant Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $273,222,232 to $309,505,362 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 326154560.0,
      "total_employees": 5,
      "filing_date": "2021-04-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 445540223.0,
      "total_employees": 4,
      "filing_date": "2022-04-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 280513853.0,
      "total_employees": 3,
      "filing_date": "2023-05-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 348937473.0,
      "total_employees": 3,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 273222232.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 309505362.0,
      "total_employees": 4,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 4.",
        "Regulatory assets under management went from $273,222,232 to $309,505,362 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/savant-partners-llc-san-mateo-ca-312567.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 309505362.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312567",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}