SAG Harbor Capital Management, LLC
Firm details
- Headquarters
- Great Neck, New York
- CRD number
- 161490
- Registered since
- July 1, 2015
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SAG Harbor Capital Management, LLC is an SEC‑registered investment manager organized as an LLC and operating since 2015. The firm positions itself as a hybrid manager that runs hedge fund strategies and real‑estate focused pooled vehicles, serving institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles; it also functions as a general partner and managing member on sponsored real estate deals and serves in broker/sponsor roles for property transactions. Compensation is a mix of an asset‑based fee and performance‑linked fees, consistent with fund and hedge fund structures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Adam Windwer
Chief Financial and Compliance OfficerCRD 6310453
Contacts
3 of 3
David Heiden
Managing PartnerCRD 6041163
Gregg Winter
Founder & Managing PartnerCRD 6041158

Jarret Schochet
Senior Loan OfficerCRD 6849359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Great Neck, NY
Nassau
Location
Great Neck, NY
Headquartered in Great Neck, 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
- Nassau
- Address
- 60 Cuttermill Rd
- Time zone
- ET (UTC-5)
- Office locations
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