Saluda Grade Asset Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$5.8B
Discretionary
$5.4B
93% of AUM
Avg account
$343M
Accounts
17
Employees
51
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
304725
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles80.6%
  • Insurance Companies14.35%
  • Banking / Thrift Institutions5.05%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Saluda Grade Asset Management LLC is an SEC-registered LLC (registration year 2022) that operates as a multi-strategy alternative manager. The firm is classified as a hedge fund, private equity fund, and venture capital fund manager and is also described as a multifaceted fund manager. Its client base is institutional, and its fee model combines a percentage of assets under management with performance-based fees and other fee arrangements. Saluda Grade engages in commodity pool or commodity trading advisor activities (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutional clients. The adviser does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 6
  • Patrick Lo

    Co-CIOCRD 4829240

  • Adolfo Aguilar

    CTOCRD 7867828

  • Robert Hanna

    Robert Hanna

    Chief Operating OfficerCRD 5399224

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Contacts

1 of 1
  • Brian Brennan

    Brian Brennan

    Portfolio ManagerCRD 1817347

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
5 Bryant Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth