Sail Loft Capital Management LLC
RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$997K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153143
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sail Loft Capital Management LLC is an independent, single-owner registered investment adviser that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individuals, small businesses, and for businesses or institutional accounts. Sail Loft reports it is not a capital allocator and does not market itself as an active ESG investor or a multi-state 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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Eric Hundahl
President and Chief Investment OfficerCRD 1975875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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