Silvant Capital Management LLC (Atlanta)


Silvant Capital Management LLC is a large advisory firm based in Atlanta. It manages $747.57 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Silvant Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Silvant Capital Management: assets under management

The assets under management (AUM) of Silvant Capital Management LLC is $747.57 million. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $519.38 million in discretionary accounts and $228.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $228.19 million.

Investments

The firm invests in exchange traded securities the most. They account for 82% of the total AUM. The second-largest asset type is government bonds, which make up 12% of the firm’s portfolio. Investments in investment and business development companies form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Silvant Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Silvant Capital Management serves?

The firm provides services to investment companies and charitable organizations. The largest group of clients of Silvant Capital Management is investment companies with 1 clients and $121.14 million of assets under management. Among the 8 most similar advisory firms, Silvant Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $191.1 million for 8 clients. None of the firm’s clients are foreign persons or businesses.

Silvant Capital Management doesn't advise any private funds.

Careers at Silvant Capital Management LLC

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Chris Guinther has served as the Chief Investment Officer since 1 Jan 2008 and Ashi Sarvabhaum Parikh is the Chief Executive Officer of Silvant Capital Management LLC family office. Inc. Virtus Partners joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Ridgeworth Capital Management Llc Managing member 1 Dec 2007 75% - 100% 107346
Llc Virtus Fund Advisers Managing member 1 Dec 2007 75% - 100% 107346
Trusco Capital Management Inc Parent company 1 Dec 2007 75% - 100% 107346
Inc. Ridgeworth Capital Management Managing member 1 Dec 2007 75% - 100% 107346
Ashi Sarvabhaum Parikh Chief executive officer 1 Jan 2008 Other 2682750
Chris Guinther Chief investment officer 1 Jan 2008 Other 2583504
John Howard Stebbins Chief financial officer 1 Jan 2008 Other 4774615
Ashi Parikh Chief executive officer 1 Jan 2008 Other 2682750
Patrick Anthony Paparelli Chief compliance officer 1 Jan 2008 Other 4778194
Ashi Sarvabhoum Parikh Chief executive officer 1 Jan 2008 Other 2682750
Josie Clemons Rosson Chief compliance officer 1 Dec 2010 Other 2594085
William Aitken Turner Chief administrative officer 1 Jan 2011 Other 2503712
Marc Hall Schneidau Chief operating officer 1 Mar 2011 Other 5902152
George Michael Way C0-chief operating officer 1 May 2014 Other 4609124
Robert Michael Zakem General counsel 1 May 2014 Other 2252413
Marc Hall Schneidau Co-chief operating officer 1 May 2014 Other 5902152
Michael Anthony Sansoterra Chief investment officer 1 May 2015 Other 4485381
George Robert Aylward Chief executive officer 1 Jun 2017 Other 4932163
Michael Aaron Angerthal Executive vice president, chief financial officer 1 Jun 2017 Other 5632934
Mark Stephen Flynn Executive vice president, general counsel and secretary 1 Jun 2017 Other 5941225
Inc. Virtus Partners Shareholder 1 Jan 2018 75% - 100% 95-4191764

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Suntrust Banks Parent company 1 Nov 1984 75% - 100% 58-1575035
Inc. Virtus Investment Partners Sole shareholder 1 Nov 2008 75% - 100% 26-3962811
Inc. Virtus Investment Partners Sole shareholder 1 Dec 2008 75% - 100% 26-3962811
Space Intermediate Llc Member 1 Nov 2013 75% - 100% 46-5353034
Ridgeworth Holdings Llc Member 1 Nov 2013 75% - 100% 46-5339910
L.P. Lightyear Fund Iii Aiv 2 Member; majority interest holder of class a-1 units 1 Nov 2013 50% - 75% 46-2885233
Virtus Intermediate Holdings Llc Member 1 Nov 2013 75% - 100% 46-5339910
Space Acquisition Co. Llc Member 1 May 2014 75% - 100% 46-5328256
Inc. Virtus Partners Sole member 1 Jun 2017 75% - 100% 95-4191764

Based in Atlanta

The principal office where Silvant Capital Management LLC performs its advisory services is located at 3333 Piedmont Road, Ne, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-845-7640 or by fax 404-845-7692. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at silvantcapital.com.