Savoie Capital Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 12
- Avg AUM / client
- $110M
- Accounts
- 20
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 12 | $1.3B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $108M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mango Trading Too Llc | Hedge Fund | Delaware | $108M | 4 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dooley, Richard, Scott | Chief Compliance Officer | Apr 2013 (13y) | Less than 5% | |
| Savoie, Paul, Timothy | Chief Investment Officer | Apr 2013 (13y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Savoie Capital Holdings Lp | Limited Partnership | Jan 2023 | A | 75% or more |
| Savcap Family Wealth Gp Llc | General Partner | Jan 2023 | B | GP / trustee / elected manager of Savoie Capital Holdings Lp (indirect) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $108M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mango Trading Too Llc | Hedge Fund | $108M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $563M (43% of AUM) Apr 2026
- Merrill Lynch $555M (42% of AUM) Apr 2026
- UBS $255M (17% of AUM) Apr 2022
- RBC $114M (9% of AUM) Apr 2026
- Morgan Stanley $92.7M (11% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗