SAGEWOOD ASSET MANAGEMENT LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 281548
- Registered since
- September 25, 2015
- Website
- www.sagewoodam.com
- Custodians
- STIFEL NICOLAUS & CO., INC., MORGAN STANLEY & CO. LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.56%
- Corporations / Businesses10.56%
- Other0.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sagewood Asset Management LP is a limited partnership that registered with the SEC in 2015 and is owned by an individual. The firm serves both individual/family clients and institutional clients, and its advisory work centers on portfolio management for individuals/small businesses as well as for businesses and institutional investors. Compensation is tied to a percentage of assets under management and can include performance-based fees. Sagewood does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant in the source data.
Assets & Accounts
Public Holdings
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
Asset composition
- Derivatives91%
- Exchange Traded Equities9%
Owners & executives
2 of 2DAVID TRAVIS
Chief Operating Officer & Chief Financial OfficerCRD 2275530
DEFINA MALUKI
Co-Founder and Chief Investment OfficerCRD 4234798
Contacts
1 of 1WILLIAM BELLEVILLE
Chairman & Co-FounderCRD 2685437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.3M in ETFs
100%
$1.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $737K | 1,234 | 56.96% |
Location
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
- 100 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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