SAW MILL CAPITAL L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$102M
Accounts
10
Employees
25
Advisory reps
2

Firm details

Headquarters
BRIARCLIFF MANOR, New York
CRD number
156472
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SAW Mill Capital L.L.C. is a private equity manager that advises pooled investment vehicles for institutional investors. The firm focuses on running closed investment funds where it serves as the sponsor and portfolio manager, acting as general partner/managing member for those vehicles. Its strategy centers on private equity investments with a complementary allocation to corporate debt as a source of return and portfolio protection. SAW Mill Capital structures compensation with both a management fee (percentage of AUM) and performance-based fees, aligning its economics with fund-level performance rather than retail advisory billing. The firm’s client base is institutional and concentrated: it manages a limited number of pooled vehicles rather than offering broad retail or separated-account coverage. SAW Mill Capital is not positioned as an ESG-led allocator, and its advisory activity is focused on portfolio management for its pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • WILLIAM GERSTNER

    Partner & Chief Compliance OfficerCRD 2563144

  • BRIAN O'REILLY

    Chief Operating Officer and Chief Compliance Officer & SecretaryCRD 6023543

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

BRIARCLIFF MANOR, NY

WESTCHESTER

Location

BRIARCLIFF MANOR, NY

Headquartered in BRIARCLIFF MANOR, 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
WESTCHESTER
Address
555 Pleasantville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth