Sargasso Partners LLP

RIASEC RegisteredEst. 2024
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$44M
Accounts
5
Employees
3
Advisory reps
3

Firm details

Headquarters
London,
CRD number
332384
Registered since
October 7, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses90.91%
  • Pooled Investment Vehicles9.09%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sargasso Partners LLP is an SEC-registered institutional registered investment adviser organized as a limited liability partnership and registered in 2024. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles as well as portfolio management for businesses and institutions. Its fee arrangements combine asset-based charges with performance-based fees, indicating compensation tied to both scale and outperformance. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 20%, Cash & Cash Equivalents 20%, Non-Exchange Traded Equities 15%, Exchange Traded Equities 10%, US Government Bonds 10%, Investment Grade Corp Bonds 10%, Public Funds/Mutual Funds 10%, State & Local Bonds 5%20%
  • Private Funds20%
  • Cash & Cash Equivalents20%
  • Non-Exchange Traded Equities15%
  • Exchange Traded Equities10%
  • US Government Bonds10%

Owners & executives

2 of 2

  • Mark Levine

    Founder & Chief Investment OfficerCRD 2768206

  • Martin Donnelly

    Chief Operating Officer and PartnerCRD 6517766

Contacts

1 of 1

  • Tullio Salvatore

    Portfolio ManagerCRD 7963746

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
34 36 Queen Anne St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth