SourcingSourcing

SAVOIE CAPITAL LLC

C43
CRD 167497·SEC 801-78009·CHICAGO, IL
AUM
$1.32B
$1B+
Est. Revenue
$13.2M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAVOIE CAPITAL LLC
CRD
167497
SEC file #
801-78009
EIN
462344291
DBA names
—

Economics

AUM
$1.32B
AUM band
$1B+
AUM trajectory
'20'26
$879.8M → $1.32B▲ +49%
Client mix
Individuals High Net Worth12

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
savoiecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAVOIE CAPITAL HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
SAVOIE CAPITAL HOLDINGS LP
SAVOIE, PAUL, TIMOTHY
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
ok
Rdap Domain
SAVOIECAPITAL.COM
Rdap Domain Creation Date
2012-10-24T14:23:22Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002001471
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2023-11-20
Edgar Last Filing Date
2025-08-14
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2025-08-14
Accession0002001471-25-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2879
Soi Zip Pct 200k Plus
0.1272
Soi Zip Returns 200k Plus
5,470
Soi Zip Total AGI
4,939,346
Fdic Zip Total Deposits
32,870,700,000
Fdic Zip Branch Count
577
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
Charles Schwab15
E*trade4
Edgar Addresses
Mailing
2500 W. BRADLEY PLACECHICAGO, IL 60618
Business
2500 W. BRADLEY PLACECHICAGO, IL 60618
Edgar EIN
462344291
Edgar Recent Filings
13F-HR2025-08-14 · 0002001471-25-000003
13F-HR2025-05-16 · 0002001471-25-000002
Fdic Zip Branches Raw
Lincoln National BankChicago, IL
Park National Bank and Trust of ChicagoChicago, IL
Fdic Zip HHI
783.05
Fdic Zip Top Bank Share Pct
15.42
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-24T14:23:22Z
Rdap Domain Last Changed
2025-10-25T18:47:27Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI115,511
Returns9,320
Stub 2
AGI361,852
Returns9,720
Stub 3
AGI438,668
Returns7,120
Soi Zip Total Business Income
146,164
Soi Zip Total Cap Gains
281,497
Soi Zip Total Dividends
86,154
Soi Zip Total Returns
43,000
Trust Company Affiliate
No

People (2)

2
SAVOIE, PAUL, TIMOTHY
Direct Owner · 87.5%
1668085
DOOLEY, RICHARD, SCOTT
Executive Officer · 2.5%
5879453