Sagehall Management Lp
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Overview
Sagehall Management Lp operates as an advisory firm that has its headquarters in New York, New York. The company manages $475.2 million in assets under management across two accounts, placing it among the larger firms in the country by assets under management (AUM). Sagehall Management Lp has a small team, including 9 financial advisors. Sagehall Management Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, equities and bonds.
Sagehall Management Lp manages all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without requiring the client's authorization. The firm's average account size is $237.6 million. An average financial advisor at Sagehall Management Lp manages fewer than one client account, making it one of the most individualized firms in the country.
The company's main office is located at 330 Madison Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sagehall Management Lp by the Numbers
$475.2 million
12
2
$237.6 million
Fee Structure
Financial management fees typically depend on which service is offered. Fee types billed by the company can consist of any combination of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sagehall Management Lp works with pooled investment vehicles. Out of its two accounts, Sagehall Management Lp's largest client group is pooled investment vehicles. None of its clients reside abroad.
- 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
Sagehall Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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