SEC-registered wealth management firm Broker-dealer affiliated
Savile Capital Management LLC
As of its Form ADV filed April 14, 2026, Savile Capital Management LLC, an SEC-registered, broker-dealer affiliated wealth management firm in San Juan, Puerto Rico, reported no regulatory assets under management.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 337692
- SEC file number
- 801-134506
- Registered since
- December 16, 2025
- Latest Form ADV filing
- April 14, 2026
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $0
- Discretionary
- $0
- Non-discretionary
- $0
- Accounts
- 0 (0 discretionary)
- Clients
- 0, approximate as reported
- Employees
- 3
- Advisory staff
- 1 performing investment advisory functions
- Average account
- Not reported
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Broker-dealer affiliated. The firm is affiliated with a broker-dealer (Item 7.A(1)), at least half of its advisory staff are registered representatives of a broker-dealer (Item 5.B(2) against 5.B(1)), and its advisers manage less than $100 million each on average (5.F(2)(c) over 5.B(1)), the pattern of a broker-dealer's advisory arm rather than an adviser that owns a small broker-dealer. It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
| Ranking | Nationally | In Puerto Rico | Value |
|---|---|---|---|
| Wealth firms with the most advisory staff, including broker-dealer firms | #10,942 | #14 | 1 |
| Newest wealth firms, including broker-dealer firms | #1,137 | #2 | $0 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 2, 2026 | $0 |
Clients and services
Client mix
No client types reported.
How the firm is paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Futures commission merchant
- Insurance company or agency
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 1
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
0 of the firm's 1 IAR are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Puerto Rico
| Firm | City | RAUM |
|---|---|---|
| Negron-Ramos LLC | San Juan | $0 |
| Socio-Economico | San Juan | $0 |
| Poppy Capital | San Juan | $0 |
| Savile Private Wealth LLC | San Juan | $0 |
| Infinity Strategies Advisors LLC | Not reported | $0 |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Savile Capital Management LLC on IAPD: Form ADV, brochures and disclosure detail.
- Wealth management firms in Puerto Rico
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.