{
  "crd_number": 322453,
  "slug": "savvy-labs-inc-new-york-ny-322453",
  "primary_business_name": "SAVVY LABS INC",
  "legal_name": "SAVVY LABS INC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-02",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 118915060.0,
  "raum_discretionary": 118915060.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "investment_companies": {
      "raum": 501176.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 118287621.0,
      "count": 4,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 126263.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://getsavvy.io",
    "https://linkedin.com/company/savvy-labs-inc",
    "https://savvylabs.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322453",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/savvy-labs-inc-new-york-ny-322453",
  "display_name": "Savvy Labs Inc",
  "summary": "Savvy Labs Inc is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Savvy Labs Inc (CRD 322453): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Savvy Labs Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Savvy Labs Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Savvy Labs Inc's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.02% to 0.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Savvy Labs Inc located?",
      "a": "Savvy Labs Inc's principal office is in New York, NY, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Savvy Labs Inc registered with the SEC or a state?",
      "a": "Savvy Labs Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322453."
    },
    {
      "q": "How much does Savvy Labs Inc manage?",
      "a": "Savvy Labs Inc reports $118,915,060 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Savvy Labs Inc's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Savvy Labs Inc: Regulatory assets under management: $117,000,000 in the October 2024 data and $118,915,060 in the October 2026 data, up 2%. Total employees: 11 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Savvy Labs Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (4); corporations or other businesses not listed above (4); investment companies (1)."
    },
    {
      "q": "Does Savvy Labs Inc 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/322453"
    },
    {
      "q": "Does Savvy Labs Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"As a general matter, each User must initially invest a minimum of $50,000 to open an account with Savvy Labs.\""
    },
    {
      "q": "What changed in Savvy Labs Inc's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Employees performing advisory functions went from 12 to 14. No longer lists an office in San Ramon, CA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 117000000.0,
      "total_employees": 11,
      "filing_date": "2024-08-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 118003865.0,
      "total_employees": 12,
      "filing_date": "2025-05-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 118915060.0,
      "total_employees": 14,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 14.",
        "No longer lists an office in San Ramon, CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.02% to 0.25% a year",
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.02% to 0.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Platform fees will be negotiated between Users and Savvy Labs and will typically range from 0.02% to 0.25% per annum, based on the value of the assets held in the UIA or accounts on which Savvy Labs provides investment"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000"
        ],
        "quotes": [
          "As a general matter, each User must initially invest a minimum of $50,000 to open an account with Savvy Labs."
        ]
      }
    ],
    "quotes": [
      "Platform fees will be negotiated between Users and Savvy Labs and will typically range from 0.02% to 0.25% per annum, based on the value of the assets held in the UIA or accounts on which Savvy Labs provides investment",
      "As a general matter, each User must initially invest a minimum of $50,000 to open an account with Savvy Labs."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/savvy-labs-inc-new-york-ny-322453.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 501176.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 4,
      "fewer_than_5": true,
      "raum": 118287621.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 126263.0
    }
  ],
  "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/322453",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}