Sugar Maple Asset Management, LLC

RIASEC RegisteredEst. 2022

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, owner-operated registered investment adviser that reached SEC registration in 2022. The firm serves both individual/family and institutional clients and positions itself as a capital allocator—selecting and allocating to third‑party managers in addition to managing portfolios directly. Its advisory scope includes financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. Sugar Maple is not identified as an active ESG investor and lists sponsor/GP/managing‑member roles for pooled investment vehicles among its industry affiliations.