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| Sagent Wealth Management
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| |
|---|---|
| CRD # | 147890 |
| SEC # | 801-69446 |
| CIK # | |
| AUM | $90.1 MM (2024-03-25) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 949-756-2226 |
| Address | 1489 Glenneyre Street Laguna Beach, CA 92651 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Sagent Private Investment Fund I LLC | 2012-04-04 | 1.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 17.0 |
| (b) Individuals (high net worth individuals) | 32 | 73.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 90.1 |
| By Discretionary | ||
| Discretionary | 233 | 86.1 |
| Non-Discretionary | 18 | 4.1 |
| Total | 251 | 90.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.1 | |
| Total | 251 | 90.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Prestige Wealthwide LLC
✚
|
UT | 0.2 |
|
Viden Arbor Capital LLC
✚
|
MI | 0.2 |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
V Delima Investments Inc
✚
|
FL | 0.1 |
|
Warren Capital Management Inc
✚
|
SC | 0.1 |
|
Millennial Advisers LLC
✚
|
NY | 0.0 |
|
Your Source Financial PLC
✚
|
AZ | 0.0 |
|
van GORP LLC
✚
|
NY | 0.0 |
|
Symfonie Capital LLC
✚
|
0.0 |