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
8

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 a privately held investment manager organized as an LLC and registered with the SEC in 2022. The firm operates as a multi-strategy fund manager with activity across hedge fund, private equity and venture capital structures. Its client base is institutional, and its advisory work focuses on portfolio management for pooled investment vehicles and for institutional or business clients. Saluda Grade also lists CPO/CTA activities, indicating involvement in commodity pool or managed futures-type trading. Compensation includes both percentage-of-AUM and performance-based fees, along with other fee components. The firm does not list ESG investing as an active focus.

Assets & Accounts

Investments & Alternatives

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 7
  • PATRICK LO

    Co-CIOCRD 4829240

  • Adolfo Aguilar

    CTOCRD 7867828

  • ROBERT HANNA

    Chief Operating OfficerCRD 5399224

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Contacts

1 of 1
  • 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