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| Saxony Capital Management LLC
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|---|---|
| CRD # | 122692 |
| SEC # | 801-68385 |
| CIK # | 0001561330 |
| AUM | $367.9 M (2026-06-26) |
| Employees | 6 (0% Investors, 50% Brokers) |
| Phone | 314-963-9336 |
| Address | 11152 S Towne Square Saint Louis, MO 63123 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 10.0 | ||
| Nvidia Corp | 6.6 | ||
| Apple Inc | 4.2 | ||
| Lilly Eli & Co | 2.8 | ||
| Amazon Com Inc | 2.2 | ||
| Broadcom Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Arsenal Capital Management LLC | [2013-03-01] | 14.7 | 57.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 659 | 168.1 |
| (b) Individuals (high net worth individuals) | 97 | 197.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,488 | 367.9 |
| By Discretionary | ||
| Discretionary | 1,445 | 351.4 |
| Non-Discretionary | 43 | 16.4 |
| Total | 1,488 | 367.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 366.0 | |
| Total | 1,488 | 367.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Peter Reinecke | 19 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001561330] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Collaborative Capital Advisors LLC
✚
|
NY | 0.4 |
|
Archvest Wealth Advisors Inc
✚
|
CA | 0.4 |
|
Weathervane Asset Management LLC
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|
FL | 0.4 |
|
KM Capital Management Ltd
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|
TX | 0.4 |
|
Haverford Financial Services Inc
✚
|
PA | 0.4 |
|
Signify Wealth LLC
✚
|
MO | 0.4 |
|
WPG Advisers LLC
✚
|
MD | 0.4 |
|
LYNK Capital Management Company LLC
✚
|
FL | 0.4 |
|
Twin Point Capital LLC
✚
|
NY | 0.4 |
|
Cottonwood Ventures LLC
✚
|
TX | 0.3 |