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Partner and Chief Compliance Officer · Savant Partners, LLC

Eric J. Filipek

CRD 2946900 · Named on Form ADV at one SEC-registered adviser

At a glance

Savant Partners, LLC, an SEC-registered private fund adviser based in SAN Mateo, CA with $310 million in regulatory assets, lists Eric J. Filipek on its Form ADV as Partner and Chief Compliance Officer, a control person.

Firms and roles

  • Savant Partners, LLCPartner and Chief Compliance OfficerPrivate fund adviser · SAN Mateo, CA · $310M in regulatory assets

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.