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Building 2SAGEWOOD ASSET MANAGEMENT LP

Map pinNEW YORK, NY
Phone212-231-8777
NotebookSEC #801-106703
Total AUM
$2.7B
Employees
7
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PARK AVENUE
22ND FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
212-231-8777

ReceiptFinancials

Total AUM
$2.7B
Accounts
255
Discretionary
$2.7B
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
232
AUM
$2.4B
Corporation or Business Clients
21
AUM
$285.3M
Other Clients
2
AUM
$23.7M
Description of Other Clients
FOUNDATIONS/ENDOWMENTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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