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.
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SEC-registered adviser
S•••••• I••••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 16, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$580M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
39
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
23
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$580M as of Mar 31, 2026
Mar 25, 2013$992M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20130 then
Employees (5.A)39 as of Mar 31, 2026
Mar 25, 201323 then
Private funds23 as of Mar 31, 2026
Mar 25, 20138 then
RAUM +58% over the last fiscal year-19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $21.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +58%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $547M, 25 clientsreportedItem 9.A
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$580M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $547M for 25 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
none on the tape
Joined, latest
none on the tape
Private funds
31 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••••• R••• E••••• •••• F••• I•• L••• | Real Estate Fund | $112M | 7 | Mar 31, 2017 |
| 1•• W••••••••• Q••• L••• | Real Estate Fund | $93.5M | 137 | Mar 30, 2020 |
| S••• I• B••••• P••• C••••••••• L••• | Real Estate Fund | $81.3M | 8 | Mar 28, 2019 |
| N• F•••••• D•••• •••• L•• | Real Estate Fund | $65.7M | 61 | Mar 31, 2023 |
| S•••••• R••• E••••• F••• I•• L••• | Real Estate Fund | $28.2M | 12 | Mar 31, 2017 |
| N• F•••••• D•••• F•• F•••••• L•• | Real Estate Fund | $25.7M | 45 | Mar 31, 2023 |
| S•••••• R••• E••••• F••• I••• L••• | Real Estate Fund | $18.7M | 13 | Mar 25, 2013 |
| S••• I• 5•• F•••• A••••• C••••••••• L••• | Real Estate Fund | $17.7M | 5 | Mar 30, 2020 |
| S•••••• R••• E••••• •••• F••• V• L••• | Real Estate Fund | $16.2M | 4 | Mar 30, 2020 |
| S•••••• R••• E••••• F••• V• L••• | Real Estate Fund | $14.1M | 3 | Mar 30, 2020 |
| S•••••• R••• E••••• •••• F••• I••• L••• | Real Estate Fund | $13.2M | 7 | Mar 25, 2013 |
| S•••••• R••• E••••• •••• F••• I•• L••• | Real Estate Fund | $10.8M | 4 | Mar 31, 2017 |
| S•••••• M•••• C• M•••••• L•• | Real Estate Fund | $8.8M | 198 | Mar 31, 2023 |
| S•••••• R••• E••••• •••• F••• V• L••• | Real Estate Fund | $7.8M | 1 | Mar 30, 2020 |
| S•••••• R••• E••••• •••• F••• I••• L••• | Real Estate Fund | $3.4M | 2 | Mar 25, 2013 |
| S•••••• C••••• H•••••••• L••• | Other Private Fund | $2.2M | 26 | Mar 31, 2021 |
| 1•• W••••••••• •••• Q••• L••• | Real Estate Fund | $2.1M | 9 | Mar 30, 2020 |
| S•••••• C••••• H••••••• I•• L••• | Other Private Fund | $1.5M | 19 | Mar 31, 2021 |
| S••• I• 4••• S••••• C••••••••• L••• | Real Estate Fund | $1.1M | 5 | Mar 30, 2018 |
| S•••••• C••••• H••••••• V• L••• | Other Private Fund | $1.0M | 8 | Mar 31, 2023 |
| S••• I•• 4••• A••••• C••••••••• L••• | Real Estate Fund | $364,390 | 5 | Mar 31, 2017 |
| S•••••• C••••• H••••••• I•• L••• | Other Private Fund | $300,000 | 10 | Mar 30, 2022 |
| S•••••• C••••• H••••••• I••• L••• | Other Private Fund | $207,500 | 5 | Mar 31, 2021 |
| S•••••• R••• E••••• •••• F••• I•• L•no longer reported | Real Estate Fund | $0 | 7 | Feb 16, 2012 |
| S••• I•• W•••••• C••••••••• L••• | Real Estate Fund | $0 | 2 | Mar 31, 2015 |
| S•••••• R••• E••••• F••• I• L•••no longer reported | Real Estate Fund | $0 | 14 | Feb 16, 2012 |
| S•••••• R••• E••••• •••• F••• I••• L••• | Real Estate Fund | $0 | 1 | Mar 31, 2015 |
| S•••••• R••• E••••• F••• I•• L•no longer reported | Real Estate Fund | $0 | 35 | Feb 16, 2012 |
| S•••••• R••• E••••• •••• F••• I• L•no longer reported | Real Estate Fund | $0 | 1 | Feb 16, 2012 |
| S•••••• R••• E••••• •••• F••• I•• L•no longer reported | Real Estate Fund | $0 | 3 | Feb 16, 2012 |
| S•••••• R••• E••••• F••• I••• L••• | Real Estate Fund | $0 | 20 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• N•••••••• C•••• · Co-Chairman And Chief Executive Officercontrolsince 11/2003 · owns less than 5%
- S••••••• C••••••••• C••••• · Co-Chairman And Presidentcontrolsince 11/2003 · owns less than 5%
- B••••••••• N•••••••• C•••• · Managing M•••••controlsince 05/2011 · owns 25% to 50% of S•••••• S••••••• H•••••••• L••
- S••••••• C••••••••• C••••• · Managing M•••••controlsince 05/2011 · owns 25% to 50% of S•••••• S••••••• H•••••••• L••
- K••••• V••••••• H••••• · Chief Legal Officersince 04/2017 · owns less than 5%
- T•••••• J•••• J••••• · Chief Compliance Officersince 08/2024 · owns less than 5%
Entity owners
- S•••••• S•••••••• L•• · Sole M•••••direct · owns 75% or more
- S•••••• S••••••• H•••••••• L•• · M•••••indirect · owns 75% or more of S•••••• S•••••••• L••
Related persons
Schedule D 7.A
- 1•• W••••••••• G•• L••pooled vehicle sponsorn
- S•••••• C••••••••• S•••••••• L••investment companyn
- S•••••• C••••• G•• L••pooled vehicle sponsorn
- S•••••• C••••• I• G•• L••pooled vehicle sponsorn
- S•••••• C••••• I•• G•• L••pooled vehicle sponsorn
- S•••••• C••••• I• G•• L••pooled vehicle sponsorn
- S•••••• I•• G•• L••pooled vehicle sponsorn
- S•••••• I•• 4••• A••••• G•• L••pooled vehicle sponsorn
- S•••••• I•• G•• L••pooled vehicle sponsorn
- S•••••• I•• W•••••• G•• L••pooled vehicle sponsorn
- S•••••• I• 4••• S••••• G•• L••pooled vehicle sponsorn
- S•••••• I• 5•• F•••• A••••• G•• L••pooled vehicle sponsorn
- S•••••• I• B••••• P••• G•• L••pooled vehicle sponsorn
- S•••••• I• G•• L••pooled vehicle sponsorn
- S•••••• V• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 26 to 27Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 27Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $329M to $547MMar 31, 2025 to Mar 31, 2026
- Employees · 35 to 39Mar 31, 2025 to Mar 31, 2026
- Private funds · 26 to 23Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $367M to $580MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $367M to $580MMar 31, 2025 to Mar 31, 2026
- RAUM · $367M to $580MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 21 to 18Sep 10, 2024 to Mar 31, 2025
- Assets in custody · $502M to $329MSep 10, 2024 to Mar 31, 2025
- Employees · 32 to 35Sep 10, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 10, 2024 to Mar 31, 2025
- Discretionary RAUM · $541M to $367MSep 10, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $541M to $367MSep 10, 2024 to Mar 31, 2025
- RAUM · $541M to $367MSep 10, 2024 to Mar 31, 2025
- Advisory employees · 24 to 21Jun 8, 2023 to Mar 29, 2024
- Assets in custody · $1.0B to $502MJun 8, 2023 to Mar 29, 2024
- Employees · 39 to 32Jun 8, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $541MJun 8, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.1B to $541MJun 8, 2023 to Mar 29, 2024
- RAUM · $1.1B to $541MJun 8, 2023 to Mar 29, 2024
- Advisory employees · 22 to 24Mar 31, 2023 to Jun 8, 2023
- Employees · 37 to 39Mar 31, 2023 to Jun 8, 2023
- Accounts · 25 to 26Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 25 to 26Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $1.4B to $1.0BMar 30, 2022 to Mar 31, 2023
- Private funds · 22 to 26Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.5B to $1.1BMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.5B to $1.1BMar 30, 2022 to Mar 31, 2023
- RAUM · $1.5B to $1.1BMar 30, 2022 to Mar 31, 2023
- Accounts · 26 to 25Mar 31, 2021 to Mar 30, 2022
- Advisory employees · 19 to 22Mar 31, 2021 to Mar 30, 2022
- Pooled vehicle clients · 26 to 25Mar 31, 2021 to Mar 30, 2022
- Assets in custody · $1.3B to $1.4BMar 31, 2021 to Mar 30, 2022
- Employees · 35 to 37Mar 31, 2021 to Mar 30, 2022
- Private funds · 21 to 22Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.5B to $1.5BMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.5B to $1.5BMar 31, 2021 to Mar 30, 2022
- RAUM · $1.5B to $1.5BMar 31, 2021 to Mar 30, 2022
- Advisory employees · 20 to 19Mar 30, 2020 to Mar 31, 2021
Signals
4 dated events
- S•••••• I••••••••• M••••••••• L•• reported RAUM $579.5M, up 58% from $366.7M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- S•••••• I••••••••• M••••••••• L•• reported RAUM $366.7M, down 32% from $540.5M (2024-09-10 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- S•••••• I••••••••• M••••••••• L•• reported RAUM $540.5M, down 51% from $1.1B (2023-06-08 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- S•••••• I••••••••• M••••••••• L•• reported RAUM $1.1B, down 28% from $1.5B (2022-03-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- S•••••• I••••••••• M••••••••• L•• · Private Equityshared crd · organization
- S•••••• I••••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/savanna-real-estate-fundreportedpublic record, Form ADV, Sep 18, 2026
- Website
- S••••••FUND.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-229-0101reportedpublic record, Form ADV, Mar 31, 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
Across the graphs
S•••••• I••••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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