Sagewood Asset Management LP

Sagewood Asset Management LP (CRD# 281548) is a financial advisory firm headquartered in New York, NY. They manage $2,640,632,018 in 286 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
100 Park Avenue, 22nd Floor, New York, NY 10017
http://www.sagewoodam.com
By the Numbers
  • Total Assets Under Management
    2,641
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $9,232,979
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sagewood Asset Management LP
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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