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Phillip Matthew Funk

Servant Capital Advisors

Fishers, IN

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Current Employers
Servant Capital Advisors

11 Municipal Drive Suite 200, Fishers, IN 46038 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-04
IN RA APPROVED 2025-01-28
IL RA APPROVED 2024-08-07
  • TX RA
    APPROVED_RES
    Since 2025-02-04
  • IN RA
    APPROVED
    Since 2025-01-28
  • IL RA
    APPROVED
    Since 2024-08-07

Branch Locations

11 Municipal Drive Suite 200, Fishers, IN 46038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centerbridge Partners, L.P. New York NY 07/2008 02/2018
Servant Capital Advisors, Llc Carmel IN 02/2018 Present
  • 07/2008 → 02/2018
    Centerbridge Partners, L.P.
    New York, NY
  • 02/2018 → Present
    Servant Capital Advisors, Llc
    Carmel, IN
Previous Registrations
Other Businesses

Name: Servant Capital, LLC Investment-related: Yes Address: 6875 Longest Dr, Carmel, IN 46033 Nature of Business: Servant Capital, LLC is a family office based in Carmel, Indiana. Servant Capital makes direct investments in small and medium-sized businesses, real estate and other ventures. Its mission is to provide long-term capital and institutional investment expertise to partner with exceptional owners and operators to create value. Position/Title/Relationship: Founder and Principal; 100% owner Start Date: Dec 2017 (when Servant Capital was founded) Hours/Month: 10 Securities Trading Hours/Month: 0-5 Duties: I am responsible for all investment activities of Servant Capital, LLC. This includes evaluation of investment opportunities, execution of transactions and monitoring of investment portfolio.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-12
  • S65 Uniform Investment Adviser Law Examination
    2018-10-12
Designations
Other Names
  • Phil Funk
  • Phillip M Funk
  • Phillip Funk

View on SEC IAPD

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