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 adviser formed as a limited liability company that focuses on managing pooled investment vehicles for institutional clients. The firm operates as a hybrid manager with emphasis on hedge fund strategies and real estate — it serves as adviser to pooled funds and also acts in sponsor/GP capacities on real estate deals. Fee arrangements combine a percentage of assets under management with performance‑based fees, reflecting an active management approach and incentive alignment with investors. The firm does not position itself as an ESG investor and is structured for a concentrated institutional client base rather than retail distribution. SAG Harbor’s activities center on portfolio management for pooled vehicles, and its industry roles include functioning as a real estate broker/sponsor and managing member or general partner of the pooled products it runs. The firm is classified as a hedge fund, real estate fund and multifaceted fund manager rather than a pure allocator to third‑party managers, although it does engage external alternative managers where appropriate.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1ADAM WINDWER
Chief Financial and Compliance OfficerCRD 6310453
Contacts
3 of 3DAVID 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
Similar firms
LEGEIS CAPITAL ADVISORS, LLC
RIAGREAT NECK, NY
PALUMBO WEALTH MANAGEMENT LLC
RIAGREAT NECK, NY
CROSS SHORE CAPITAL MANAGEMENT, LLC
RIAGREAT NECK, NY
KUTZ AND COMPANY INC.
RIAGREAT NECK, NY
RGA INVESTMENT ADVISORS, LLC
RIAGREAT NECK, NY
THE WEALTHPLAN LLC
RIAGREAT NECK, NY