Sageone Investment Managers LLP

RIASEC Registered
Total AUM
$691M
Discretionary
$691M
100% of AUM
Avg account
$621K
Accounts
1,113
Employees
21
Advisory reps
3

Firm details

Headquarters
Pune,
CRD number
285454
Registered since
September 21, 2026
Custodians
NUVAMA WEALTH AND INVESTMENT LIMITED
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Individuals43.59%
  • Pooled Investment Vehicles30.63%
  • Other16.83%
  • Corporations / Businesses8.94%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sageone Investment Managers LLP is a limited liability partnership that operates as a hedge fund manager and registered investment adviser. The firm serves both individual and family clients as well as institutional investors, providing portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts. Its compensation model includes percentage-of-assets fees, fixed fees, and performance-based fees. Sageone does not describe itself as an active ESG investor.

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 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Samit Vartak

    Samit Vartak

    Founder & CIOCRD 6722099

Contacts

2 of 2
  • Sonal Vartak

    PartnerCRD 6981622

  • Anurag Bende

    CRD 8282007

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pune, null

Location

Pune, null

Headquartered in Pune, null.

Address
Suyog Platinum Tower, Office No. 10, 4 Th Floor,
Office locations

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