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Savvy Labs Inc

● SEC registered since 2024CRD 322453SEC# 801-126540New York, NY
Export (members)
Reg. AUM
$118.9M
Employees
14
Accounts
9
Location
New York, NY

Savvy Labs Inc assets under management

Savvy Labs Inc is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2024. It reports $118.9 million in regulatory assets under management and employs 14 people.

Savvy Labs Inc owners & executives

3 reported
NameTitleOwnershipSince
David Mitchell Mike ControlChief Executive Officer25-50%2021
Jennifer Ginling Lee ControlChief Compliance Officer & Chief Operating OfficerUnder 5%2025
Stephen John McGuinness ControlPresident25-50%2025

Frequently asked questions

How much does Savvy Labs Inc manage?

Savvy Labs Inc reports $118.9 million in regulatory assets under management on its Form ADV.

How many employees does Savvy Labs Inc have?

Savvy Labs Inc reports 14 employees.

Where is Savvy Labs Inc located?

Savvy Labs Inc is based in New York, NY and has been SEC-registered since 2024.

Does Savvy Labs Inc disclose fund performance?

Savvy Labs Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 World Trade Center 29th Floor, New York, NY 10007
Phone888-401-5517
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$118.9M▲ 1%
Mar '25 — $118MApr '25 — $118MMay '25 — $118MJun '25 — $118MJul '25 — $118MAug '25 — $118MSep '25 — $118MOct '25 — $118MNov '25 — $118MDec '25 — $118.3MJan '26 — $118.3MFeb '26 — $118.3MMar '26 — $118.9MApr '26 — $118.9MMay '26 — $118.9MJun '26 — $118.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$118.9Mregulatory AUM
Discretionary $118.9M