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••••• P•••••••• L••

Asset manager (funds and pooled vehicles)San Mateo, CaliforniaCRD 312567SEC 801-120652website IAPD

Latest filing Apr 1, 2026

First filing on the tape Feb 27, 2021 · 11 filings

SEC status approved since Jan 11, 2021

RAUM

$310M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM$310M as of Apr 1, 2026

Mar 16, 2022$446M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Apr 1, 2026

Mar 16, 20220 then

Employees (5.A)4 as of Apr 1, 2026

Mar 16, 20224 then

Private funds11 as of Apr 1, 2026

Mar 16, 202212 then

RAUM +13% over the last fiscal year+3.3% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Apr 1, 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: $28.1MderivedRAUM 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: +13%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
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)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$310M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 11reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
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

Every departure Every arrival

Private funds

14 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
S••••• G••••• F••• I• L•	Private Equity Fund	$223M	15	Feb 27, 2021
S••••• G••••• F••• I••• L•	Private Equity Fund	$30.8M	15	Feb 27, 2021
S••••• I••• S•• L••	Private Equity Fund	$27.9M	8	Mar 31, 2021
S••••• C•• S•• L••	Private Equity Fund	$25.8M	8	Mar 31, 2021
S••••• G••••• F••• I• S••• C•• A•••••	Private Equity Fund	$18.8M	2	Mar 16, 2022
S••••• G••••• F••• I• S••• C•• A•••••	Private Equity Fund	$9.4M	3	Mar 16, 2022
S••••• G••••• F••• I• S••• C•• A•••	Private Equity Fund	$6.8M	2	Mar 16, 2022
S••••• G••••• F••• I• S••• C•• A• • C•• L•no longer reported	Private Equity Fund	$4.0M	6	Feb 27, 2021
S••••• S• S•• L••	Private Equity Fund	$3.9M	12	Mar 27, 2020
S••••• C• S•• L••	Private Equity Fund	$941,387	10	Mar 31, 2021
S••••• G••••• F••• I• S••• C•• A•••	Private Equity Fund	$599,323	6	Mar 16, 2022
S••••• S••• L••no longer reported	Private Equity Fund	$564,577	4	Mar 28, 2018
S••••• G••••• F••• I•• F•••••• L••	Private Equity Fund	$357,405	8	Feb 27, 2021
S••••• G••••• F••• I••• L•	Private Equity Fund	$66,384	8	Feb 27, 2021

Owners and control persons

Schedule A and B, latest filing

F••••••• E•••• J•••• · Partner And Chief Compliance Officercontrol
since 01/2021 · owns less than 5%
R••••• J•••••• E•••••• · Partnercontrol
since 01/2021 · owns less than 5%
F••••••• E•••• J•••• · Membercontrol
since 01/2021 · owns 25% to 50% of S••••• G••••• L••
R••••• J•••••• E•••••• · Membercontrol
since 01/2021 · owns 50% to 75% of S••••• G••••• L••

Entity owners

S••••• G••••• L•• · Managing Member
direct · owns 75% or more

Related persons

Schedule D 7.A

S••••• G••••• G• I• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Advisory employees · 2 to 4
Mar 28, 2025 to Mar 31, 2026
Assets in custody · 273222232.0 to unset
Mar 28, 2025 to Mar 31, 2026
Custody of client assets · true to false
Mar 28, 2025 to Mar 31, 2026
Discretionary RAUM · $273M to $310M
Mar 28, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $273M to $310M
Mar 28, 2025 to Mar 31, 2026
RAUM · $273M to $310M
Mar 28, 2025 to Mar 31, 2026
Accounts · 12 to 11
Mar 20, 2024 to Mar 28, 2025
Pooled vehicle clients · 12 to 11
Mar 20, 2024 to Mar 28, 2025
Assets in custody · $0 to $273M
Mar 20, 2024 to Mar 28, 2025
Employees · 3 to 4
Mar 20, 2024 to Mar 28, 2025
Financial planning clients · unset to
Mar 20, 2024 to Mar 28, 2025
Private funds · 12 to 11
Mar 20, 2024 to Mar 28, 2025
Discretionary RAUM · $349M to $273M
Mar 20, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $349M to $273M
Mar 20, 2024 to Mar 28, 2025
RAUM · $349M to $273M
Mar 20, 2024 to Mar 28, 2025
Discretionary RAUM · $281M to $349M
May 2, 2023 to Mar 20, 2024
Pooled vehicle RAUM · $281M to $349M
May 2, 2023 to Mar 20, 2024
RAUM · $281M to $349M
May 2, 2023 to Mar 20, 2024
Advisory employees · 3 to 2
Jan 5, 2023 to Mar 28, 2023
Employees · 4 to 3
Jan 5, 2023 to Mar 28, 2023
Discretionary RAUM · $446M to $281M
Jan 5, 2023 to Mar 28, 2023
Pooled vehicle RAUM · $446M to $281M
Jan 5, 2023 to Mar 28, 2023
RAUM · $446M to $281M
Jan 5, 2023 to Mar 28, 2023
Accounts · 9 to 12
Apr 23, 2021 to Mar 16, 2022
Pooled vehicle clients · 9 to 12
Apr 23, 2021 to Mar 16, 2022
Assets in custody · $38.1M to $0
Apr 23, 2021 to Mar 16, 2022
Employees · 5 to 4
Apr 23, 2021 to Mar 16, 2022
Private funds · 9 to 12
Apr 23, 2021 to Mar 16, 2022
Discretionary RAUM · $326M to $446M
Apr 23, 2021 to Mar 16, 2022
Pooled vehicle RAUM · $326M to $446M
Apr 23, 2021 to Mar 16, 2022
RAUM · $326M to $446M
Apr 23, 2021 to Mar 16, 2022
Accounts · 6 to 9
Feb 27, 2021 to Apr 23, 2021
Pooled vehicle clients · 6 to 9
Feb 27, 2021 to Apr 23, 2021
Assets in custody · $288M to $38.1M
Feb 27, 2021 to Apr 23, 2021
Employees · 3 to 5
Feb 27, 2021 to Apr 23, 2021
Private funds · 5 to 9
Feb 27, 2021 to Apr 23, 2021
Discretionary RAUM · $374M to $326M
Feb 27, 2021 to Apr 23, 2021
Pooled vehicle RAUM · $374M to $326M
Feb 27, 2021 to Apr 23, 2021
RAUM · $374M to $326M
Feb 27, 2021 to Apr 23, 2021
Succession · true to false
Feb 27, 2021 to Apr 23, 2021

Signals

6 dated events

S••••• P•••••••• L•• reported RAUM $280.5M, down 37% from $445.5M (2023-01-05 to 2023-03-28)
Mar 28, 2023 · RAUM change · derived
Anthony Richard Schnuerer (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of S••••• P•••••••• L•• (listed 2022-04-05, absent 2023-01-05)
Jan 5, 2023 · Control person left · inference
S••••• P•••••••• L•• reported RAUM $445.5M, up 37% from $326.2M (2021-04-23 to 2022-03-16)
Mar 16, 2022 · RAUM change · derived
Anthony Richard Schnuerer (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of S••••• P•••••••• L••
Apr 23, 2021 · Control person joined · fact
S••••• P•••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Feb 27, 2021 · Succession (Item 4) · fact
S••••• P•••••••• L•• filed its initial SEC registration (Form ADV)
Feb 27, 2021 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

S••••• P•••••••• L•• · Independent Sponsors
shared crd · capital_provider
S••••• P•••••••• L•• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: savantgrowth.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 347-266-2976reportedpublic record, Form ADV, Apr 1, 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