S
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-15-2018
- Office Locations
- 1
Office Locations
-- NEW Canaan CT
About Savrin
Savrin LLC is a New Canaan, CT investment manager serving institutions and qualified individual investors. Founded in 2017, the firm is led by founder/CIO Julian Cash, CFA, who oversees all investment activity and brings 17+ years of market experience with a global event-driven approach. Portfolios are implemented largely with ETFs, with limited use of derivatives.
Team overview
44 AVG AGE
$7.0M AVG AUM / ADVISOR
$369.7K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
JULIAN P CASH
Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #4506274
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,025,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,025,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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