Saga Partners LLC

RIAState Registered
Total AUM
$24.2M
Discretionary
$23.8M
98% of AUM
Avg account
$514K
Accounts
47
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
156577
Registered since
October 4, 2021
Custodians
CHARLES SCHWAB & CO., INC., ROBERT W. BAIRD & CO. INCORPORATED
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI79.18%
  • Other Investment Advisers14.8%
  • Individuals6.02%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Saga Partners LLC is a small, Ohio-based limited liability firm that provides discretionary portfolio management to wealthy individuals, families and institutional clients. The firm’s advisory mandate covers portfolio management for individuals and small businesses as well as for business or institutional accounts. Compensation is a mix of AUM-based fees and fixed-fee arrangements. The firm does not position itself as an ESG investor and is not organized as a capital allocator. Its owner-type is listed as an individual and it operates under a straightforward advisory model rather than as a multi-state or pension consultant specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth