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SAVIOR LLC, CRD 299178
WELLESLEY, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TODD MICHAEL INGWERSEN | Certified Financial Planner | WELLESLEY, MA | 7 | 29 | 4 | no |
| Sandy M Capobianco | n/a | WELLESLEY, MA | 5 | 25 | n/a | no |
| MATTHEW JOHN MCLAUGHLIN | n/a | Brockton, MA | WELLESLEY, MA | Foxboro, MA | 3 | 26 | 3 | no |
| Rhonda Bernier | n/a | WELLESLEY, MA | Lakeville, MA | 2 | 15 | 1 | no |
| Jude J Kostas | n/a | WELLESLEY, MA | Foxboro, MA | 2 | 10 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SAVIOR PLSTQ SPV LP | Other Private Fund | $14.7M | Oct 10, 2023 | 50 | Feb 23, 2022 | reported | 021-430025 |
| SAVIOR BTC SPV LP | Other Private Fund | $10.2M | Mar 29, 2024 | 11 | Nov 3, 2021 | reported | n/a |
| SAVIOR NFC SPV LP | Other Private Fund | $6.5M | Mar 29, 2024 | 18 | Feb 23, 2022 | reported | 021-430024 |
| SAVIOR PSC SPV LLC | Other Private Fund | $5.0M | Mar 29, 2024 | 21 | Jun 28, 2022 | reported | 021-441716 |
| SAVIOR FB SPV LP | Other Private Fund | $4.3M | Mar 29, 2024 | 38 | Jun 22, 2021 | reported | 021-403372 |
| SAVIOR ACRYLIC SPV I LP | Other Private Fund | $3.6M | Mar 29, 2024 | 19 | Jun 22, 2021 | reported | 021-400533 |
| SAVIOR CSPRING SPV LLC | Other Private Fund | $3.5M | Mar 29, 2024 | 5 | Mar 21, 2022 | reported | 021-437635 |
| SAVIOR ARCHETYPE FUND II SPV LP | Other Private Fund | $3.0M | Mar 29, 2024 | 15 | Jun 28, 2022 | reported | 021-450226 |
| SAVIOR CL SPV LP | Other Private Fund | $2.6M | Mar 29, 2024 | 9 | Jun 22, 2021 | reported | 021-403359 |
| SAVIOR ORCH SPV LP | Other Private Fund | $2.2M | Mar 29, 2024 | 31 | Nov 3, 2021 | reported | 021-420368 |
| SAVIOR ON SPV LP | Other Private Fund | $1.5M | Mar 29, 2024 | 18 | Jun 22, 2021 | reported | 021-403363 |
| SAVIOR APP SPV LP | Other Private Fund | $1.0M | Mar 29, 2024 | 7 | Jun 28, 2022 | reported | 021-445342 |
| SAVIOR ORCH II SPV LP | Other Private Fund | $681,000 | Mar 29, 2024 | 9 | Mar 28, 2023 | reported | 021-474456 |
| SAVIOR JOB-G SPV LLC | Other Private Fund | $500,000 | Mar 29, 2024 | 2 | Mar 21, 2022 | reported | 021-437621 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Capobianco, Sandy, M | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2023 | Mar 28, 2023 | Mar 29, 2024 |
| INGWERSEN, TODD, MICHAEL | MANAGING DIRECTOR | E | yes | 10/2018 | Dec 12, 2018 | Mar 29, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $140M | $35.4M | 3 | 2 | 1 | 12 | n/a |
| 2024 | Mar 27, 2025 | $112M | $77.6M | 3 | 2 | 1 | 12 | n/a |
| 2023 | Mar 28, 2024 | $102M | $96.1M | 5 | 3 | 1 | 13 | $44.5M |
| 2022 | Mar 28, 2023 | $149M | $145M | 12 | 6 | 2 | 14 | $49.6M |
| 2021 | Mar 21, 2022 | $195M | $186M | 13 | 4 | 2 | 10 | $38.6M |
| 2020 | Mar 29, 2021 | $258M | $221M | 15 | 5 | 2 | n/a | n/a |
| 2019 | Feb 20, 2020 | $244M | $220M | 13 | 4 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $140M | $112M | 25.7% | $149M | -2.0% | 3 | 3 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | 2 | Jun 12, 2023 | Aug 16, 2023 | WELLESLEY, MA | Team lift out | RIA to ibd | 33.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP, LLC | 2 | Sep 27, 2023 | May 21, 2024 | WESTBOROUGH, MA | Team lift out | RIA to RIA | 4.2% |