|
⚲
|
| Sagewood Asset Management LP
✚
| |
|---|---|
| CRD # | 281548 |
| SEC # | 801-106703 |
| CIK # | |
| AUM | $2.6 BB (2024-03-14) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 212-231-8777 |
| Address | 100 Park Avenue New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 255 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.3 |
| (n) Other | 4 | 0.0 |
| Total | 286 | 2.6 |
| By Discretionary | ||
| Discretionary | 286 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 286 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.5 | |
| Total | 286 | 2.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
New England Private Wealth Advisors LLC
✚
|
MA | 2.7 |
|
Sol Capital Management Co
✚
|
MD | 2.7 |
|
Globalt Investments LLC
✚
|
GA | 2.7 |
|
Equity Investment Corporation
✚
|
GA | 2.7 |
|
Apexium Financial LP
✚
|
TX | 2.6 |
|
Provenance Wealth Advisors LLC
✚
|
FL | 2.6 |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 2.6 |
|
Anchor Capital Advisors LLC
✚
|
MA | 2.6 |
|
Financial Dimensions Group Inc
✚
|
MN | 2.6 |
|
Colony Family Offices LLC
✚
|
NC | 2.6 |