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Sagewood Asset Management LP

● SEC registered since 2015CRD 281548SEC# 801-106703New York, NY
Export (members)
Reg. AUM
$2.68B
Employees
7
Accounts
257
Location
New York, NY

Sagewood Asset Management LP assets under management

Sagewood Asset Management LP is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2015. It reports $2.7 billion in regulatory assets under management and employs 7 people.

Sagewood Asset Management LP owners & executives

3 reported
NameTitleOwnershipSince
David Neil Travis ControlChief Compliance Officer/Chief Operating Officer/Chief Financial OfficerUnder 5%2016
Defina Maluki ControlChief Investment Officer/Managing MemberOver 75%2016
William James BellevilleChairman10-25%2016

Frequently asked questions

How much does Sagewood Asset Management LP manage?

Sagewood Asset Management LP reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Sagewood Asset Management LP have?

Sagewood Asset Management LP reports 7 employees.

Where is Sagewood Asset Management LP located?

Sagewood Asset Management LP is based in New York, NY and has been SEC-registered since 2015.

Does Sagewood Asset Management LP disclose fund performance?

Sagewood Asset Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Park Avenue, 22nd Floor, New York, NY 10017
Phone212-231-8777
Fax646-759-4277
Office hours9:00 - 5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.68B
Non-discretionary$0
Total (RAUM)$2.68B