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
Sagewood Asset Management LP
By the Numbers
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Total Assets Under Management2,641MILLION
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Total Number of Accounts286ACCOUNTS
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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
Registered Investment Advisor
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.
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