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| Saxon Woods Advisors LLC
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|---|---|
| CRD # | 109686 |
| SEC # | 801-56910 |
| CIK # | 0001132700 |
| AUM | 669.6 M (2026-03-30) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Phone | 914-251-0880 |
| Address | 2500 Westchester Avenue Purchase, NY 10577 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Harris Corp /DE/ | 0.0 | ||
| Agnico Eagle Mines Ltd | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Steel Dynamics Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 12.9 |
| (b) Individuals (high net worth individuals) | 90 | 203.4 |
| (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 | 9.0 |
| (h) Charitable organizations | 17 | 444.3 |
| (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 | 161 | 669.6 |
| By Discretionary | ||
| Discretionary | 161 | 669.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 161 | 669.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.6 | |
| Total | 161 | 669.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001132700] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Saxon Woods Advisors LLC
✚
|
NY | 669.6 M |
|
Alpine Woods Capital Investors LLC
✚
|
NY | 180.6 M |
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|
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|
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