Sagewood Asset Management Lp
Answer a few questions and
get matched with an advisor.
Learn more about Sagewood Asset Management Lp
Overview
Sagewood Asset Management Lp operates as a financial advisory firm that has its headquarters in New York, New York. The firm administers $2.6 billion in assets over 290 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 3 financial advisors. Sagewood Asset Management Lp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Sagewood Asset Management Lp administers all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell judgments are made by an investment advisor without needing the customer's consent. The firm oversees an average of $9.0 million in assets for each account. The average advisor at Sagewood Asset Management Lp administers around 97 client accounts.
Sagewood Asset Management Lp's main office is at 100 Park Avenue, New York, New York 10017. It is legally allowed to serve customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sagewood Asset Management Lp by the Numbers
$2.6 billion
6
290
$9.0 million
Fee Structure
A financial advisor's fees typically depend on which service is provided. However, fee types charged by the firm likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
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
Sagewood Asset Management Lp caters to retail investors, high net worth investors, corporations and other. Out of its 290 clients, Sagewood Asset Management Lp's biggest client by number of accounts is high net worth investors, although it also caters to 260 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 89.66%
- Other Individuals - 1.38%
- Corporations - 8.97%
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Sagewood Asset Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.