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Servant Financial, Ltd.

● SEC registered since 2024CRD 135183SEC# 801-130929
Export (members)
Ranks #5,399 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$116M
Fund GAV
$46.2M
Private funds
1
Employees
1
Accounts
86
Location

Servant Financial, Ltd. assets under management

Servant Financial, Ltd. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $116 million in regulatory assets under management and employs 1 people. Servant Financial, Ltd. manages 1 private fund with combined gross assets of $46.2 million, including Promised Land Opportunity Zone Fund I, LLC. By regulatory assets, it ranks 5,399 of 5,911 private fund managers.

Servant Financial, Ltd. private funds

1 funds · $46.2M GAV
FundTypeGross assetsMin.
Promised Land Opportunity Zone Fund I, LLCOther Private$46.2M$75K

Servant Financial, Ltd. owners & executives

1 reported
NameTitleOwnershipSince
John Simon Heneghan ControlPresident/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Servant Financial, Ltd. manage?

Servant Financial, Ltd. reports $116 million in regulatory assets under management on its Form ADV.

How many private funds does Servant Financial, Ltd. manage?

Servant Financial, Ltd. manages 1 private funds with combined gross assets of $46.2 million.

How many employees does Servant Financial, Ltd. have?

Servant Financial, Ltd. reports 1 employees.

Does Servant Financial, Ltd. disclose fund performance?

Servant Financial, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone630-264-0127
Fax630-264-0127
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2061122
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$65M
Non-discretionary$51M
Total (RAUM)$116M

Service providers

Administrator