Sugar Maple Asset Management, LLC

RIASEC Registered

Total AUM

$292M

Discretionary

$292M

100% of AUM

Avg account

$1.4M

Accounts

210

Employees

Advisory reps

Firm details

Headquarters: Sister Bay, Wisconsin
CRD number: 282632
Registered since: August 29, 2022
Website: www.sugarmapleam.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI75.66%
Individuals18.79%
Pooled Investment Vehicles3.42%
Corporations / Businesses2.06%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sugar Maple Asset Management, LLC is an independent, individual-owned RIA that registered with the SEC in 2022. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its fee schedules are flexible and include percentage-of-AUM charges, fixed fees, hourly billing and performance-based fees. Core advisory activities listed on filings include financial planning, portfolio management for individuals/small businesses and for pooled investment vehicles, pension consulting, and selection of other advisers. The firm is not identified as an active ESG investor. Sugar Maple also participates on the sponsor/GP side of pooled vehicles, which aligns with its role as a capital allocator and selection-of-advisers activity.