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Servatus Capital, LLC

● SEC registered since 2025CRD 311428SEC# 801-132631Naples, FL
Export (members)
Reg. AUM
$109.7M
Employees
2
Accounts
25
Location
Naples, FL

Servatus Capital, LLC assets under management

Servatus Capital, LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2025. It reports $109.7 million in regulatory assets under management and employs 2 people.

Servatus Capital, LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel Gerard PerryMember10-25%2021
Daniel Gerard Stephen ControlManaging Member/Chief Compliance Officer50-75%2020
Mitchel RamosMember10-25%2021
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Frequently asked questions

How much does Servatus Capital, LLC manage?

Servatus Capital, LLC reports $109.7 million in regulatory assets under management on its Form ADV.

How many employees does Servatus Capital, LLC have?

Servatus Capital, LLC reports 2 employees.

Where is Servatus Capital, LLC located?

Servatus Capital, LLC is based in Naples, FL and has been SEC-registered since 2025.

Does Servatus Capital, LLC disclose fund performance?

Servatus Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address999 Vanderbilt Beach Road, Suite 707, Naples, FL 34108
Phone314-750-1167
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.7M
Non-discretionary$0
Total (RAUM)$109.7M