DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Silvant Capital Management LLC
Latest filing Mar 20, 2026
First filing on the tape Mar 28, 2012 · 33 filings
SEC status approved since Jan 25, 2008
RAUM
$3.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.2%
$5.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$3.0B as of Mar 20, 2026
Mar 28, 2012$3.7B then
HNW client RAUM$5.2M as of Mar 20, 2026
Mar 27, 2018$3.2M then
State-registered IARs (5.B.3)1 as of Mar 20, 2026
Mar 26, 20130 then
Employees (5.A)8 as of Mar 20, 2026
Mar 26, 201311 then
Private funds: no history
RAUM +24% over the last fiscal year+22% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $3.0BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $145MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 8.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$2.5B84%
- State and municipal entities$225M7.6%
- Charitable organizations$128M4.3%
- Corporations and businesses$68.7M2.3%
- Insurance companies$48.4M1.6%
- High-net-worth individuals$5.2M0.2%
- Pooled investment vehicles$1.1M0.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 21reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $66.5M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.82 institutional_share=0.13 related_bd=true related_bank=true bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Dara Beth Day to Ironoak Advisors LLCMay 25, 2011 · Other
Joined, latest
- Dara Beth Day from Certium Asset Management LLCOct 17, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Aaron Michael Angerthal · Executive Vice President, Chief Financial Officercontrolsince 06/2017 · owns less than 5%
- Robert George Aylward · Chief Executive Officercontrolsince 06/2017 · owns less than 5%
- Cynthia Andra Purkalitis · Executive Vice President And Chief Legal Officercontrolsince 11/2023 · owns less than 5%
- Anthony Michael Sansoterra · Chief Investment Officercontrolsince 05/2015 · owns less than 5%
- William Richard Smirl · Executive Vice Presidentcontrolsince 05/2021 · owns less than 5%
- B Matthew Carney · Chief Compliance Officersince 07/2021 · owns less than 5%
Entity owners
- Virtus Partners, Inc. · Shareholderdirect · owns 75% or more
- Virtus Investment Partners, Inc. · Sole Shareholderindirect · owns 75% or more of Virtus Partners, Inc. · public reporting company
Related persons
Schedule D 7.A
- Alphasimplex Group, LLCinvestment adviserbanknRAUM $3.1B
- Ceredex Value Advisors LLCinvestment advisernRAUM $3.4B
- Duff & Phelps Investment Management Co.investment advisernRAUM $13B
- Kayne Anderson Rudnick Investment Management, LLCinvestment advisernRAUM $39B
- Nfj Investment Group, LLCinvestment advisernRAUM $3.0B
- Seix Clo Management Gp LLCpooled vehicle sponsorn
- Seix Clo Management LLCinvestment advisernRAUM $336M
- Sustainable Growth Advisers, LPinvestment advisernRAUM $17B
- Virtus Alternative Investment Advisers, LLCinvestment adviserbanknRAUM $1.1B
- Virtus Advisers, LLCinvestment adviserbanknRAUM $1.4B
- Virtus Fixed Income Advisers, LLCinvestment adviserbanknRAUM $35B
- Virtus Capital Advisers, LLCinvestment adviserbanknRAUM $1.5B
- Virtus Global Partners Pte. Ltd.investment advisern
- Virtus International Fund Management Limitedinvestment adviserpooled vehicle sponsorn
- Virtus International Management Llpinvestment advisern
- Virtus Investment Advisers, LLCinvestment adviserbankpooled vehicle sponsornRAUM $52B
- Vp Distributors LLCbroker-dealern
- Westchester Capital Management, LLCinvestment adviserbanknRAUM $2.9B
- Westchester Capital Partners, LLCinvestment adviserbankpooled vehicle sponsornRAUM $34.2M
Advisers that list Silvant Capital Management LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Tampa, FL2 employees
What changed
consecutive filings, newest first
- Accounts · 15 to 21Mar 21, 2025 to Mar 20, 2026
- Pooled vehicle clients · unset to 1.0Mar 21, 2025 to Mar 20, 2026
- Discretionary RAUM · $2.5B to $3.0BMar 21, 2025 to Mar 20, 2026
- HNW RAUM · $4.7M to $5.2MMar 21, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · unset to 1079549.0Mar 21, 2025 to Mar 20, 2026
- RAUM · $2.5B to $3.0BMar 21, 2025 to Mar 20, 2026
- Wrap assets (manager) · $0 to $66.5MMar 21, 2025 to Mar 20, 2026
- Accounts · 16 to 15Mar 27, 2024 to Mar 21, 2025
- Advisory activities · 3 to 4Mar 27, 2024 to Mar 21, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 21, 2025
- Discretionary RAUM · $1.9B to $2.5BMar 27, 2024 to Mar 21, 2025
- HNW RAUM · $4.2M to $4.7MMar 27, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $254M to $0Mar 27, 2024 to Mar 21, 2025
- Pension RAUM · 254358351.0 to unsetMar 27, 2024 to Mar 21, 2025
- RAUM · $2.2B to $2.5BMar 27, 2024 to Mar 21, 2025
- Wrap assets (manager) · unset to 0.0Mar 27, 2024 to Mar 21, 2025
- Wrap assets (sponsor) · unset to 0.0Mar 27, 2024 to Mar 21, 2025
- Accounts · 17 to 16Nov 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.4B to $1.9BNov 29, 2023 to Mar 27, 2024
- HNW RAUM · $3.8M to $4.2MNov 29, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $247M to $254MNov 29, 2023 to Mar 27, 2024
- Pension RAUM · $272M to $254MNov 29, 2023 to Mar 27, 2024
- RAUM · $1.7B to $2.2BNov 29, 2023 to Mar 27, 2024
- Accounts · 15 to 17Mar 23, 2022 to Mar 24, 2023
- Advisory employees · 7 to 6Mar 23, 2022 to Mar 24, 2023
- Discretionary RAUM · $596M to $1.4BMar 23, 2022 to Mar 24, 2023
- HNW RAUM · $4.2M to $3.8MMar 23, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $277M to $247MMar 23, 2022 to Mar 24, 2023
- Pension RAUM · $311M to $272MMar 23, 2022 to Mar 24, 2023
- RAUM · $873M to $1.7BMar 23, 2022 to Mar 24, 2023
- Accounts · 17 to 15Jul 1, 2021 to Mar 23, 2022
- Advisory employees · 8 to 7Jul 1, 2021 to Mar 23, 2022
- Discretionary RAUM · $601M to $596MJul 1, 2021 to Mar 23, 2022
- HNW RAUM · $3.8M to $4.2MJul 1, 2021 to Mar 23, 2022
- Non-discretionary RAUM · $253M to $277MJul 1, 2021 to Mar 23, 2022
- Pension RAUM · $325M to $311MJul 1, 2021 to Mar 23, 2022
- RAUM · $855M to $873MJul 1, 2021 to Mar 23, 2022
- Charity clients · 6 to 5Jun 18, 2020 to Mar 16, 2021
- Discretionary RAUM · $568M to $601MJun 18, 2020 to Mar 16, 2021
- HNW RAUM · $3.5M to $3.8MJun 18, 2020 to Mar 16, 2021
Signals
10 dated events
- Silvant Capital Management Llc reported RAUM $2.2B, up 28% from $1.7B (2023-11-29 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Cynthia Andra Purkalitis (Executive Vice President And Chief Legal Officer) appeared on Schedule A of Silvant Capital Management LlcNov 29, 2023 · Control person joined · fact
- Jacqueline Wendy Hills (Executive Vice President, General Counsel And Secretary) no longer on Schedule A of Silvant Capital Management Llc (listed 2023-03-27, absent 2023-06-20)Jun 20, 2023 · Control person left · inference
- Silvant Capital Management Llc reported RAUM $1.7B, up 94% from $873.4M (2022-03-23 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- William Richard Smirl (Executive Vice President) appeared on Schedule A of Silvant Capital Management LlcJul 1, 2021 · Control person joined · fact
- George Francis Waltman (Executive Vice President) no longer on Schedule A of Silvant Capital Management Llc (listed 2020-06-18, absent 2021-03-16)Mar 16, 2021 · Control person left · inference
- George Francis Waltman (Executive Vice President) appeared on Schedule A of Silvant Capital Management LlcMar 18, 2020 · Control person joined · fact
- Stephen Mark Flynn (Executive Vice President, General Counsel And Secretary) no longer on Schedule A of Silvant Capital Management Llc (listed 2019-03-27, absent 2019-10-16)Oct 16, 2019 · Control person left · inference
- Jacqueline Wendy Hills (Executive Vice President, General Counsel And Secretary) appeared on Schedule A of Silvant Capital Management LlcOct 16, 2019 · Control person joined · fact
- Silvant Capital Management Llc reported RAUM $747.6M, down 34% from $1.1B (2018-03-28 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/VIRTUS-INVESTMENT-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/SILVANT-CAPITAL-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- VIRTUS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-845-7640reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026