|
⚲
|
| Saaga LLC
✚
|
|
|---|---|
| CRD # | 327015 |
| SEC # | 801-128286 |
| CIK # | |
| AUM | $600.6 MM (2024-05-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 786-362-6819 |
| Address | 1221 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 600.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 600.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 23 | 600.6 |
| Total | 23 | 600.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 432.4 | |
| United States Persons | 168.2 | |
| Total | 23 | 600.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Rice Partnership LLC
✚
|
HI | 0.6 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.6 |
|
Leelyn Smith LLC
✚
|
IL | 0.6 |
|
Pax Financial Group LLC
✚
|
TX | 0.6 |
|
FSA Investment Group LLC
✚
|
FL | 0.6 |
|
BCWM LLC
✚
|
KS | 0.6 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.6 |
|
MELD Financial Inc
✚
|
AL | 0.6 |
|
EQ LLC
✚
|
WA | 0.6 |
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |