Peter
Savva

Leo Fund Services, LLC

CRD#5696522
Investment Advisor
in Iselin, NJ

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About this Advisor

Peter Savva is a financial advisor based in Iselin, New Jersey, working with Leo Fund Services, LLC. Peter has previously held positions at Goldman, Sachs & Co, The Leogroup, LLC, and Olden Lane Securities, LLC - Disclosure Monitoring. Peter has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Peter is part of Leo Fund Services, LLC, which operates out of Iselin, New Jersey. The firm has 1 office and 7 employees. The firm manages assets totaling $107.1 million and offers services including portfolio management for pooled investment vehicles and selection of other advisers. The fee structure at Leo Fund Services, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

100 Wood Avenue South Suite 209
Iselin, NJ 08830

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Leo Fund Services, LLC Brokerage Details

Total Assets Under Management

$107,076,998

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

3

NJ Average: 6,978
Average Account Size

$35,692,333

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Peter Savva Work History

2018 - Present (6 years)

Olden Lane Securities, LLC - Disclosure Monitoring

2016 - Present (8 years)

The Leogroup, LLC

1986 - 2016 (30 years)

Goldman, Sachs & Co

Disclosures

Please visit the SEC profile of Peter Savva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leo Fund Services, LLC

Kenneth Dugan
Iselin, NJ
Michael Bohlinger
Iselin, NJ
Matthew Allain
Iselin, NJ
Eric Katz
Iselin, NJ
Peter Savva
Iselin, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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