SAX CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
288220
Registered since
October 11, 2024

Firm profile

FINTRX

Overview

SAX Capital LLC is an LLC that registered with the SEC in 2024 and presents itself primarily around private-funds activity and sponsor/GP roles. The firm is categorized as unclassified in the snapshot data and is owned as a combination of a domestic entity and an individual. It is not flagged as an active ESG investor, is not a multi-state adviser, and is not designated a capital allocator in the provided profile. The firm’s reported activities include serving as sponsor, general partner, and managing member of pooled investment vehicles.

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
  • ROBERT BERTINI

    COO & CCOCRD 6931725

  • STEVEN GREENBERG

    CEOCRD 6782348

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1140 3rd St NE
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth