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SAVANNA INVESTMENT MANAGEMENT LLC

NEW YORK, NY · CRD 158770 · IAPD ↗ · 212-229-0101

$579.5MRegulatory AUM
18Advisory reps
39Employees
0Clients
n/aPlanning clients
23Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SAVANNA INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($366.7M -> $579.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
April 2025 — SAVANNA INVESTMENT MANAGEMENT LLC reported RAUM down 32% ($540.5M -> $366.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2024 — SAVANNA INVESTMENT MANAGEMENT LLC reported RAUM down 51% ($1.10B -> $540.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.