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Carlos Philip Sava

Clarendon Capital Management LLC

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About Carlos Philip Sava

Carlos Sava is a financial advisor with Clarendon Capital Management LLC. Carlos is a Registered Investment Advisor in Wisconsin. Previously, Carlos has held registrations with BLUESTONE CAPITAL PARTNERS, LLC, SIGNAL HILL CAPITAL GROUP LLC, UPDATA SECURITIES, INC., and FRIEDMAN, BILLINGS, RAMSEY & CO., INC. Carlos specializes in providing portfolio management for individuals and financial planning services. Carlos is a principal/CFO with ProCFO Partners and devotes 75% of his time to this role.

Firm Information

Carlos Sava is currently registered with Clarendon Capital Management LLC. Clarendon Capital Management LLC is an investment advisory firm based in New York, NY. The firm offers financial planning and portfolio management services to individuals. Clarendon Capital Management LLC manages approximately $1,091,036 in assets for 10 clients.

$1.09M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees from other registered advisors and/or family offices

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Carlos Sava’s Registration & Firm History

WI

01/02/2018 - Present

Clarendon Capital Management LLC (WAUKESHA WI)

VA

01/11/2011 - 01/03/2012

BLUESTONE CAPITAL PARTNERS, LLC (MCLEAN VA)

VA

08/02/2010 - 01/03/2011

SIGNAL HILL CAPITAL GROUP LLC (RESTON VA)

VA

09/26/2007 - 07/16/2010

UPDATA SECURITIES, INC. (RESTON VA)

VA

06/02/2005 - 09/21/2007

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)

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Licenses & Designations

IA

Issued 03/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlos Philip Sava.
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