Sagewood Capital Management LLC

Overview

Sagewood Capital Management LLC is organized as a limited liability company and operates as an independent registered investment adviser. The firm became SEC-registered in 2026 and is owned by an individual. Its stated advisory services include discretionary portfolio management for individuals and small businesses as well as for businesses or institutional clients, and it also performs selection of other advisers, indicating a capital allocator role that can place client assets with third-party managers. Fee arrangements combine a traditional percentage-of-assets model with the ability to charge performance-based fees. Sagewood does not identify as an active ESG investor and is not flagged as a multi-state adviser. The filing notes a related adviser relationship and lists the firm under an “other investment adviser” industry affiliation.

Assets & Accounts