Sahana Capital Management Lp
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Overview
Sahana Capital Management Lp operates as a financial advisor company headquartered in Greenwich, Connecticut. It oversees $729.9 million in assets over two accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 5 financial advisors. Sahana Capital Management Lp is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like equities, options and bonds.
Sahana Capital Management Lp administers all of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without requiring client permission. Sahana Capital Management Lp's average account size is $364.9 million. An average advisor at Sahana Capital Management Lp manages fewer than one client account, placing it among the most individualized advisor firms in the country.
Sahana Capital Management Lp's main office is at 5 Greenwich Office Park, Greenwich, Connecticut 6831. It is permitted to provide services to customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sahana Capital Management Lp by the Numbers
$729.9 million
9
2
$364.9 million
Fee Structure
A financial advisor's fees typically depend on which service is offered. Fees charged by the company likely include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Sahana Capital Management Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sahana Capital Management Lp provides services to pooled investment vehicles. Out of its two clients, Sahana Capital Management Lp's largest client type is pooled investment vehicles. Around 100% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sahana Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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