DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
SAVANT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SAVANT CAPITAL, LLC · 801-43144 Also on Private Equity | ROCKFORD, | $56B | 399 | 2011 | ||||
| Midland, | 108 | |||||||
| Woodstock, | 68 | |||||||
| · probable Lower middle market | San Mateo, | $349M | 24 | 13 | 9 | 2022 | ||
| EMERYVILLE, | $675M | 2012 | ||||||
| HOMEWOOD, | $163M | 3 | 2022 | |||||
| 2 | 1 | |||||||
| 1 | 2022 | |||||||
| LAS VEGAS, | 2014 | |||||||
| 2026 | ||||||||
| Hyannis, | 737 | |||||||
| San Carlos, | 1 | 1 | ||||||
| $25.8M | 8 | 2021 | ||||||
| $27.9M | 8 | 2021 | ||||||
| $223M | 15 | 2021 | ||||||
| $3.9M | 12 | 2020 | ||||||
| $564,577 | 4 | 2018 | ||||||
| $941,387 | 10 | 2021 | ||||||
| Kansas City, | 162 | |||||||
| $30.8M | 15 | 2021 | ||||||
| $735,000 | 2025 | |||||||
| Carefree, | 1 | |||||||
Savant Growth Fund I-B, LP Fund · Private equity · Savant Partners, LLC Also on RIA / Wealth Management | $24.9M | |||||||
| 2012 | ||||||||
| Scottsdale, | 71 | |||||||
| 1 | 1 | |||||||
Savant Growth Fund I-B Feeder, LLC Fund · Private equity · Savant Partners, LLC Also on RIA / Wealth Management | $21.5M | |||||||
| $35.9M | 26 | 2017 | ||||||
Cynosure Savant Holdings, LLC - Classes Sc-1 and Sc-2 Fund · Private equity · Cynosure Group, LLC Also on RIA / Wealth Management | $82.5M | 2019 | ||||||
| $6.8M | 2 | 2022 | ||||||
SAVANT GROWTH FUND I SIDE CAR A - CB, LP Fund · RIA / Wealth · SAVANT PARTNERS, LLC Also on Private Equity | $4.0M | 6 | 2021 | |||||
| Rockville, | 152 | |||||||
SAVANT GROWTH FUND I SIDE CAR A-CLLR Fund · RIA / Wealth · SAVANT PARTNERS, LLC Also on Private Equity | $18.8M | 2 | 2022 | |||||
Cynosure Savant Holdings, LLC - Class P Fund · Private equity · Cynosure Group, LLC Also on RIA / Wealth Management | $33.2M | 2019 | ||||||
SAVANT GROWTH FUND I SIDE CAR A-MNLF Fund · RIA / Wealth · SAVANT PARTNERS, LLC Also on Private Equity | $9.4M | 3 | 2022 | |||||
CYNOSURE SAVANT HOLDINGS, LLC - CLASS SD Fund · RIA / Wealth · CYNOSURE GROUP, LLC Also on Private Equity | $50,653 | 3 | 2019 | |||||
| Phoenix, | 693 | |||||||
| Newark, | 1 | |||||||
| 2002 | ||||||||
LISA DIANNE CAMERON Person · RIA / Wealth · matched LISA DIANNE SAVANT · SAVANT INVESTMENT ADVISERS, INC. | 1996 | |||||||
| $24.1M | 2 | 3 | 2028 | |||||
| 1 | ||||||||
| 1997 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.