|
⚲
|
| Keyboard |
| Sagewood Asset Management LP
✚
|
|
|---|---|
| CRD # | 281548 |
| SEC # | 801-106703 |
| CIK # | 0001693636 |
| AUM | 2,700.7 M (2026-03-31) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-231-8777 |
| Address | 100 Park Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001693636 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.1 | ||
| Nvidia Corp | 11.8 | ||
| Microsoft Corp | 9.9 | ||
| Goldman Sachs Group Inc | 8.3 | ||
| Alphabet Inc | 8.0 | ||
| J P Morgan Chase & Co | 6.9 | ||
| PepsiCo Inc | 6.7 | ||
| Costco Wholesale Corp /NEW | 6.4 | ||
| Illinois Tool Works Inc | 6.2 | ||
| Amazon Com Inc | 5.7 | ||
| American Express Co | 5.4 | ||
| Broadcom Inc | 3.8 | ||
| Hershey Co | 3.8 | ||
| KLA Tencor Corp | 3.2 | ||
| Antero Resources Corp | 3.1 | ||
| Johnson & Johnson | 2.8 | ||
| Alphabet Inc | 2.7 | ||
| Lilly Eli & Co | 2.4 | ||
| Facebook Inc | 2.4 | ||
| Tesla Motors Inc | 2.4 | ||
| Arista Networks Inc | 2.3 | ||
| Cheniere Energy Inc | 2.2 | ||
| Range Resources Corp | 1.9 | ||
| Netflix Inc | 1.9 | ||
| Morgan Stanley | 1.8 | ||
| Colgate Palmolive Co | 1.8 | ||
| Fiserv Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 232 | 2.4 |
| (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 | 21 | 0.3 |
| (n) Other | 2 | 0.0 |
| Total | 255 | 2.7 |
| By Discretionary | ||
| Discretionary | 255 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 255 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 2.5 | |
| Total | 255 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001693636] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Abner Herrman & Brock LLC
✚
|
NJ | 2,736.1 M |
|
CFS Investment Advisory Services LLC
✚
|
NJ | 2,730.1 M |
|
RTD Financial Advisors Inc
✚
|
PA | 2,724.6 M |
|
Giverny Capital Inc
✚
|
2,703.3 M | |
|
Norris Perne & French LLP
✚
|
MI | 2,691.1 M |
|
Stadion Money Management LLC
✚
|
GA | 2,688.7 M |
|
Valley Wealth Managers Inc
✚
|
NJ | 2,685.9 M |
|
McAdam LLC
✚
|
PA | 2,678.3 M |
|
36 North Capital Management LLC
✚
|
AR | 2,670.1 M |
|
Rock Harbor Partners LLC
✚
|
NY | 2,665.6 M |