SEC-Registered Investment Adviser
Savvly Advisor
Legal name: Savvly Advisor, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated June 6, 2024. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- 120-Day Approval
- Registered since
- July 3, 2024
- Principal office
- 1035 Pearl Street, Suite 322, Boulder, CO 80302
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
Scale
- Regulatory AUM
- $75,208
- Accounts
- 2
- Clients
- 0
- Employees
- 2, 1 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $75,208
- Fund types
- 2 hedge funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $50,000 reported sold across them
- Client assets in custody
- $75,208 (2 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting and other advisory activities
- Compensated by
- a percentage of assets under management
- Client types
- pooled investment vehicles (2)
- Related persons include
- an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (June 6, 2024). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.