SAVICKI CAPITAL, LLC

Adviser information for SAVICKI CAPITAL, LLC last updated from Form ADV on January 23rd, 2024. 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 New York, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 293 $51.0M
Non-Discretionary 0 $0
Total 293 $51.0M

Clients

Type Number RAUM
Individuals 165 $33.3M
HNW Individuals 22 $16.7M
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 <5 $952,725
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
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-120948
SEC ERA File Number 801-120948
SEC CIK Numbers None
SEC CRD Numbers 288180
Legal Entity Identifier None

Principal Office

23 OXFORD ROAD
NEW HARTFORD
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 315-624-9013, Fax: None

Chief Compliance Officer

RANDY SAVICKI
MANAGING MEMBER
23 OXFORD ROAD
NEW HARTFORD
NY
United States
Tel: 315-624-9013
(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
SAVICKI, RANDALL, SCOTT Individual MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 03/2017 > 75%

No. Employees, Historic

1050202120222023202420252 on 3/26/20212 on 1/28/20222 on 1/24/20232 on 9/1/20232 on 1/23/2024

RAUM, Historic

60M30M02021202220232024202546046188 on 3/26/202153335223 on 1/28/202255366058 on 1/24/202348080046 on 9/1/202350960760 on 1/23/2024

No. Clients, Historic

200100020212022202320242025153 on 3/26/2021168 on 1/28/2022186 on 1/24/2023181 on 9/1/2023189 on 1/23/2024