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 operates as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2015) and is owned by an individual. Its client mix includes high-net-worth individuals and families alongside institutional accounts. Sagewood provides portfolio management services for both individual/small-business clients and business or institutional clients, charging a combination of percentage-of-assets-under-management fees and performance-based fees. The firm does not identify as an ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Defina Maluki
Co-Founder and Chief Investment OfficerCRD 4234798
David Travis
Chief Operating Officer & Chief Financial OfficerCRD 2275530
Contacts
1 of 1
William Belleville
Chairman & Co-FounderCRD 2685437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$1.7M in ETFs
100%
$1.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $848K | 1,234 | 48.66% |
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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