| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sig Alternatives Fund, LP | Private Equity | — | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| 2024 Thayer McGregor Family Trust | Member | 25-50% | 2024 |
| Brian Douglas McGregor Control | Principal | 25-50% | 2018 |
| Christopher Neel Rhyne Control | Principal | 25-50% | 2022 |
Sargent Investment Group, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Sargent Investment Group, LLC manages 1 private funds with combined gross assets of undisclosed value.
Sargent Investment Group, LLC reports 15 employees.
Sargent Investment Group, LLC is based in Bethesda, MD and has been SEC-registered since 2018.
Sargent Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4920 Elm Street, Suite 305, Bethesda, MD 20814 |
| Phone | (202) 580-6400 |
| Fax | (202) 580-6410 |
| Office hours | 8:00a.m. -5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1766157 |
| Discloses disciplinary history | No |
| Discretionary | $969.5M |
| Non-discretionary | $312.5M |
| Total (RAUM) | $1.28B |