SAVE ADVISERS LLC
Adviser information for SAVE ADVISERS LLC last updated from Form ADV on November 15th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-118060 |
|---|---|
| SEC ERA File Number | 801-118060 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306053 |
| Legal Entity Identifier | None |
Principal Office
4306 YOAKUM BLVDSUITE 650
HOUSTON
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 254-284-7283, Fax: None
Websites
Chief Compliance Officer
STEPHEN CONNEELY
4306 YOAKUM BLVD
SUITE 650
HOUSTON
TX
United States
Tel:
254-284-7283
S******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NELSKYLA, ANDREI, MICHAEL | Individual | – | CHIEF EXECUTIVE OFFICER | 11/2018 | < 5% |
| WATTS, ADAM, CHRISTOPHER | Individual | – | PRESIDENT / CHIEF OPERATING OFFICER / INTERIM CHIEF INVESTMENT OFFICER | 06/2019 | < 5% |
| FINTEX HOLDINGS, INC | Domestic Entity | – | MANAGING MEMBER | 11/2018 | > 75% |
| NELSKYLA, ANDREI, MICHAEL | Individual | FINTEX HOLDINGS, INC | SHAREHOLDER | 11/2018 | > 75% |
| CONNEELY, STEPHEN, J | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |