SourcingSourcing

SILVANT CAPITAL MANAGEMENT LLC

C30
CRD 146025·SEC 801-68741·ATLANTA, GA
AUM
$3.04B
$1B+
Est. Revenue
$30.4M
@ 1% on AUM
Est. EBITDA
$9.1M
@ 30% margin
Est. Deal Value
$73.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SILVANT CAPITAL MANAGEMENT LLC
CRD
146025
SEC file #
801-68741
EIN
261482858
DBA names
—

Economics

AUM
$3.04B
AUM band
$1B+
AUM trajectory
'20'26
$747.6M → $3.04B▲ +307%
Client mix
Other22
Charitable Organizations5
Investment Companies4
Pooled Investment Vehicles1

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
8 advisors → 6 advisors▼ -25%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/virtus-investment-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VIRTUS PARTNERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
VIRTUS PARTNERS, INC.
ANGERTHAL, MICHAEL, AARON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
237,295
Form 5500 Compensation Trajectory 3y
2025237,295
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
237,295
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001738728
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-05-09
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001738728-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
U.s. Bank1
Edgar Addresses
Mailing
3333 PIEDMONT ROAD, NESUITE 1500ATLANTA, GA 30305
Business
3333 PIEDMONT ROAD, NESUITE 1500ATLANTA, GA 30305
Edgar EIN
261482858
Edgar Recent Filings
13F-HR2026-05-14 · 0001738728-26-000004
13F-HR2026-02-13 · 0001738728-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (6)

6
ANGERTHAL, MICHAEL, AARON
Executive Officer · 2.5%
5632934
AYLWARD, GEORGE, ROBERT
Executive Officer · 2.5%
4932163
PURKALITIS, ANDRA, CYNTHIA
Executive Officer · 2.5%
3070864
SANSOTERRA, MICHAEL, ANTHONY
Executive Officer · 2.5%
4485381
SMIRL, RICHARD, WILLIAM
Executive Officer · 2.5%
4232829
CARNEY, MATTHEW, B
Executive Officer · 2.5%
6689375