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Saxon Woods Advisors LLC

● SEC registered since 1999CRD 109686SEC# 801-56910Purchase, NY
Export (members)
Reg. AUM
$683.4M
Employees
12
Accounts
160
Location
Purchase, NY

Saxon Woods Advisors LLC assets under management

Saxon Woods Advisors LLC operates as an SEC-registered investment adviser based in Purchase, NY. The firm has been registered since 1999. It reports $683.4 million in regulatory assets under management and employs 12 people.

Saxon Woods Advisors LLC owners & executives

8 reported
NameTitleOwnershipSince
Alpine Saxon Woods, LLC ControlManaging MemberOver 75%2022
Arleen Marie Baez ControlChief Operations Officer25-50%2008
Brian Scott Hennessey ControlChief Investment Officer10-25%2022
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Frequently asked questions

How much does Saxon Woods Advisors LLC manage?

Saxon Woods Advisors LLC reports $683.4 million in regulatory assets under management on its Form ADV.

How many employees does Saxon Woods Advisors LLC have?

Saxon Woods Advisors LLC reports 12 employees.

Where is Saxon Woods Advisors LLC located?

Saxon Woods Advisors LLC is based in Purchase, NY and has been SEC-registered since 1999.

Does Saxon Woods Advisors LLC disclose fund performance?

Saxon Woods Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Westchester Avenue, Suite 300, Purchase, NY 10577
Phone914-251-0880
Fax914-251-9098
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$683.4M
Non-discretionary$0
Total (RAUM)$683.4M