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Sugar Maple Asset Management, LLC

● SEC registered since 2022CRD 282632SEC# 801-126457Sister Bay, WI
Export (members)
Ranks #4,463 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$259M
Fund GAV
$6M
Private funds
1
Employees
3
Accounts
205
Location
Sister Bay, WI

Sugar Maple Asset Management, LLC assets under management

Sugar Maple Asset Management, LLC is an SEC-registered investment adviser based in Sister Bay, WI. The firm has been registered since 2022. It reports $259 million in regulatory assets under management and employs 3 people. Sugar Maple Asset Management, LLC manages 1 private fund with combined gross assets of $6 million, including Cavu Private Opportunity Fund, LLC. By regulatory assets, it ranks 4,463 of 5,911 private fund managers.

Sugar Maple Asset Management, LLC private funds

1 funds · $6M GAV
FundTypeGross assetsMin.
Cavu Private Opportunity Fund, LLCHedge$6M$250K

Sugar Maple Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremy Paul Schwab ControlPresident And Chief Compliance Officer50-75%2016
Terrence Michael Jack ControlChief Investment Officer50-75%2016

Frequently asked questions

How much does Sugar Maple Asset Management, LLC manage?

Sugar Maple Asset Management, LLC reports $259 million in regulatory assets under management on its Form ADV.

How many private funds does Sugar Maple Asset Management, LLC manage?

Sugar Maple Asset Management, LLC manages 1 private funds with combined gross assets of $6 million.

How many employees does Sugar Maple Asset Management, LLC have?

Sugar Maple Asset Management, LLC reports 3 employees.

Where is Sugar Maple Asset Management, LLC located?

Sugar Maple Asset Management, LLC is based in Sister Bay, WI and has been SEC-registered since 2022.

Does Sugar Maple Asset Management, LLC disclose fund performance?

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

Contact & registration

Address2580 S Bay Shore Drive, Suite C, Sister Bay, WI 54234
Phone9205854985
Office hours8:00-5:00
SEC regionChicago Regional Office (CHRO)
CIK2012673
Discloses disciplinary historyNo

Assets under management

Discretionary$259M
Non-discretionary$0
Total (RAUM)$259M

Service providers

Auditor
Prime broker
Administrator