Savoie Capital LLC (Chicago)

Name: Savoie Capital LLC
Address: 2500 W. Bradley Place, Chicago, IL, 60618
Telephone: 872-302-4020

Savoie Capital LLC is a large advisory firm based in Chicago. It manages $879.81 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2013.

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

Savoie Capital: assets under management

The assets under management (AUM) of Savoie Capital LLC is $879.81 million. The firm's AUM has grown by 777% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.34 million in discretionary accounts and $787.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $52.5 million.

Investments

The firm invests in exchange traded securities the most. They account for 89% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in derivatives form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Savoie Capital LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Savoie Capital LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Paul Timothy Savoie has served as the Chief Investment Officer since 1 Apr 2013. Jeffrey James Kilburg joined the executive team most recently as the Director Of Alternative Investments.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Scott Dooley	Chief compliance officer	1 Apr 2013	Other	5879453
Paul Timothy Savoie	Chief investment officer	1 Apr 2013	75% - 100%	1668085
Jeffrey James Kilburg	Director of alternative investments	1 Jul 2017	Other	5675345

Based in Chicago

The principal office where Savoie Capital LLC performs its advisory services is located at 2500 W. Bradley Place, Chicago, IL 60618, 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 872-302-4020. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at savoiecapital.com.