BROWN SAVANO JV, LLC
Adviser information for BROWN SAVANO JV, LLC last updated from Form ADV on January 11th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-76422 |
|---|---|
| SEC ERA File Number | 802-76422 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163853 |
| Legal Entity Identifier | None |
Principal Office
2850 QUARRY LAKE DRIVESUITE 304
BALTIMORE
MD
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 443-873-3561, Fax: None
Chief Compliance Officer
MARK J. DE ANGELIS
SENIOR CONSULTANT
522 CLIFF LANE
MALVERN
PA
United States
Tel:
410-350-1106
M************@********************M
(Full email address available in API data)
Industry Affiliates
| BROWN ADVISORY | Other investment adviser, including financial plannersRegistered municipal advisorSponsor, GP, manager of pooled investment vehicles |
| BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BROWNSAVANO DIRECT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SAVANO DIRECT CAPITAL PARTNERS, LLC | Other investment adviser, including financial planners |
| SAVANO DIRECT GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SAVANO DIRECT GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SAVANO OPPORTUNITIES GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BROWNSAVANO DIRECT CAPITAL PARTNERS, L.P. | Private Equity Fund | $7.9M | $0.3M | 151 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SAVANO DIRECT CAPITAL PARTNERS, LLC | Domestic Entity | – | MEMBER | 03/2010 | 50-75% |
| BROWN ADVISORY INCORPORATED | Domestic Entity | – | MEMBER | 03/2010 | 50-75% |
| KOVEN, GUSTAV, HERMAN | Individual | – | MANAGER | 03/2010 | < 5% |
| KOVEN, GUSTAV, HERMAN | Individual | SAVANO DIRECT CAPITAL PARTNERS, LLC | MEMBER | 03/2010 | 25-50% |
| COLLINS, MARK, M | Individual | – | MANAGER | 03/2010 | < 5% |
| SMITH, THOMAS, ALAN | Individual | SAVANO DIRECT CAPITAL PARTNERS, LLC | MANAGER AND MEMBER | 03/2010 | 50-75% |
| SMITH, THOMAS, ALAN | Individual | – | MANAGER | 03/2010 | < 5% |
| BROWN ADVISORY GROUP HOLDINGS LLC | Domestic Entity | BROWN ADVISORY INCORPORATED | OWNER | 01/2016 | > 75% |
| HODES, JACOB, PAUL | Individual | – | MANAGER | 03/2021 | < 5% |
| Deangelis, Mark, Joseph | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
| GOOD, MATTHEW, DOUGLAS | Individual | – | CHIEF OPERATING OFFICER | 01/2019 | < 5% |