Investment adviser · CRD 174066

SAVANO DIRECT CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

BALTIMORE, MD, United States · Form ADV filed Mar 26, 2026

Regulatory AUM
$519M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$519,057,969100.0%
Filing source

Form ADV 2036471 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

11 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SAVANO CAPITAL PARTNERS III, L.P.Private Equity Fund · Last reported Mar 26, 2026$267MGross asset value

Form D fundraising filings

Savano Capital Partners III, L.P.

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. RALEIGH, North Carolina, United States
Custodian BANC OF CALIFORNIA, NATIONAL ASSOCIATION SANTA ANA, California, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC WALNUT CREEK, California, United States Related to adviser: No
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Marketer XT CAPITAL PARTNERS, LLC SOUTHPORT, Connecticut, United States Related to adviser: No
Prime broker MORGAN STANLEY PURCHASE, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

BANC OF CALIFORNIA, NATIONAL ASSOCIATION
LEI 549300IBHVRZNE4Y

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

XT CAPITAL PARTNERS, LLC
CRD 118719 · SEC 8-53683

MORGAN STANLEY
CRD 149777 · SEC 8-68191

Fund details & source
Fund ID
805-2917543965
Reported beneficial owners
105
Minimum commitment
$100K
Form D file number
021-364180

Form ADV 2036471 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVANO CAPITAL PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 26, 2026$185MGross asset value

Form D fundraising filings

Savano Capital Partners IV, L.P.

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. RALEIGH, North Carolina, United States
Custodian BANC OF CALIFORNIA, NATIONAL ASSOCIATION SANTA ANA, California, United States Related to adviser: No
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Marketer INTE SECURITIES LLC BOCA RATON, Florida, United States Related to adviser: No
Marketer VIGILANT DISTRIBUTORS, LLC CHADDS FORD, Pennsylvania, United States Related to adviser: No
Marketer XT CAPITAL PARTNERS, LLC SOUTHPORT, Connecticut, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

BANC OF CALIFORNIA, NATIONAL ASSOCIATION
LEI 549300IBHVRZNE4Y

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

INTE SECURITIES LLC
CRD 47107 · SEC 8-51667

VIGILANT DISTRIBUTORS, LLC
CRD 285573 · SEC 8-69854

XT CAPITAL PARTNERS, LLC
CRD 118719 · SEC 8-53683

Fund details & source
Fund ID
805-2816069936
Reported beneficial owners
142
Minimum commitment
$0
Form D file number
021-513988

Form ADV 2036471 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVANO CAPITAL PARTNERS II, L.P.Private Equity Fund · Last reported Mar 26, 2026$30.2MGross asset value

Form D fundraising filings

SAVANO CAPITAL PARTNERS II, L.P.

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. RALEIGH, North Carolina, United States
Custodian BANC OF CALIFORNIA, NATIONAL ASSOCIATION SANTA ANA, California, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC WALNUT CREEK, California, United States Related to adviser: No
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Prime broker MORGAN STANLEY PURCHASE, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

BANC OF CALIFORNIA, NATIONAL ASSOCIATION
LEI 549300IBHVRZNE4Y

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

MORGAN STANLEY
CRD 149777 · SEC 8-68191

Fund details & source
Fund ID
805-3938819830
Reported beneficial owners
58
Minimum commitment
$100K
Form D file number
021-227607

Form ADV 2036471 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVANO OPPORTUNITIES SERIES, L.P. (SERIES 5 - WF)Private Equity Fund · Last reported Mar 26, 2026$8.71MGross asset value

Form D fundraising filings

Savano Opportunities Series, L.P. (Series 5 - WF)

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. RALEIGH, North Carolina, United States
Custodian BANC OF CALIFORNIA, NATIONAL ASSOCIATION SANTA ANA, California, United States Related to adviser: No
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

BANC OF CALIFORNIA, NATIONAL ASSOCIATION
LEI 549300IBHVRZNE4Y

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

Fund details & source
Fund ID
805-3595460800
Reported beneficial owners
32
Minimum commitment
$0
Form D file number
021-537409

Form ADV 2036471 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVANO OPPORTUNITIES SERIES, L.P. (SERIES 7 - K)Private Equity Fund · Last reported Mar 26, 2026$7.46MGross asset value

Form D fundraising filings

Savano Opportunities Series, L.P. (Series 7 - K)

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. RALEIGH, North Carolina, United States
Custodian BANC OF CALIFORNIA, NATIONAL ASSOCIATION SANTA ANA, California, United States Related to adviser: No
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

BANC OF CALIFORNIA, NATIONAL ASSOCIATION
LEI 549300IBHVRZNE4Y

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

Fund details & source
Fund ID
805-8164680853
Reported beneficial owners
20
Minimum commitment
$0
Form D file number
021-558563

Form ADV 2036471 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVANO OPPORTUNITIES SERIES, L.P. (SERIES 3)Private Equity Fund · Last reported Mar 26, 2026$6.81MGross asset value

Form D fundraising filings

Savano Opportunities Series, L.P. (Series 3)

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. RALEIGH, North Carolina, United States
Custodian BANC OF CALIFORNIA, NATIONAL ASSOCIATION SANTA ANA, California, United States Related to adviser: No
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

BANC OF CALIFORNIA, NATIONAL ASSOCIATION
LEI 549300IBHVRZNE4Y

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

Fund details & source
Fund ID
805-5093474574
Reported beneficial owners
21
Minimum commitment
$50K
Form D file number
021-481423

Form ADV 2036471 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVANO OPPORTUNITIES SERIES, L.P. (SERIES 1-SC)Private Equity Fund · Last reported Mar 26, 2026$5.37MGross asset value

Form D fundraising filings

Savano Opportunities Series, L.P. (Series 1- SC)

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. RALEIGH, North Carolina, United States
Custodian BANC OF CALIFORNIA, NATIONAL ASSOCIATION SANTA ANA, California, United States Related to adviser: No
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

BANC OF CALIFORNIA, NATIONAL ASSOCIATION
LEI 549300IBHVRZNE4Y

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

Fund details & source
Fund ID
805-9866350494
Reported beneficial owners
1
Minimum commitment
$0
Form D file number
021-436590

Form ADV 2036471 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2850 QUARRY LAKE DRIVE, SUITE 304
BALTIMORE, MD, 21209, United States

CRD 174066

Filing source

Form ADV 2036471 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.