SAGEWIND CAPITAL LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$108M
Accounts
12
Employees
13
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
288855
Registered since
July 27, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sagewind Capital LLC is a private equity manager formed as an LLC and registered with the SEC in 2018. The firm serves institutional clients and focuses on operating as an adviser and sponsor to pooled investment vehicles, providing portfolio management for its private funds. Its ownership structure is listed as a combination of a domestic entity and an individual, and its business model includes acting as a general partner/managing member of those pooled vehicles rather than functioning as a third-party capital allocator. Sagewind charges a mix of percentage-of-AUM and performance-based fees (along with unspecified "other" fees) for its advisory services. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not describe pension consulting or related-adviser relationships in the provided data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • STEVEN LEFKOWITZ

    Co-Founder & CEOCRD 6026988

Contacts

2 of 2
  • ADITYA KANODIA

    Co-founder and PresidentCRD 5178835

  • JULIE MARTINELLI

    General CounselCRD 7828677

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1 Vanderbilt Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth