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SAVITR CAPITAL LLC
SAVITR CAPITAL LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 154510
SEC# 801-71908
415-430-4200
01
Firm Overview
AUM
$165M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SAVITR CAPITAL LLC
3 registered advisors
Andrew Reuben Midler
SAN FRANCISCO, California
CRD# 2489430
Carole Emily Siegel
SAN FRANCISCO, California
CRD# 2207547
Farida A Udaipurwala
SAN FRANCISCO, California
CRD# 4185229
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. SAVITR CAPITAL LLC (CRD# 154510) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.