SADDLE POINT MANAGEMENT, L.P.

RIASEC RegisteredEst. 2025
Total AUM
$857M
Discretionary
$857M
100% of AUM
Avg account
$429M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
329856
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Saddle Point Management, L.P. is a limited partnership operating as a hedge fund that provides portfolio management for pooled investment vehicles. It is SEC-registered (2025) and targets institutional clients. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and is not identified as an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. Beyond advisory activity, the firm is affiliated with several industry roles: other investment adviser relationships, CPO/CTA activity, a law firm connection, and sponsor/GP or managing-member roles for pooled vehicles. Saddle Point is not classified as a capital allocator and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ROY KATZOVICZ

    CEOCRD 5512880

Contacts

2 of 2
  • SUZANNE CURL

    Registered Investment AdvisorCRD 7173593

  • KEVIN ORO-HAHN

    PartnerCRD 5928206

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1325 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth