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David Neil Travis

SAGEWOOD ASSET MANAGEMENT LP·NEW YORK, New York
Clean recordSAGEWOOD ASSET MANAGEMENT LP
100 PARK AVENUE, NEW YORK, NY 10017CRD# 2275530Firm CRD# 281548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Neil Travis · NEW YORK, NY
Registration
CRD #2275530 · SAGEWOOD ASSET MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Neil Travis is a registered financial advisor based in NEW YORK, New York, affiliated with SAGEWOOD ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SAGEWOOD ASSET MANAGEMENT LP
SAGEWOOD ASSET MANAGEMENT LP
AUM
$2.6B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SAGEWOOD ASSET MANAGEMENT LP →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2275530
Firm CRD# 281548
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Neil Travis offer?
David Neil Travis specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are David Neil Travis's credentials?
David Neil Travis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Neil Travis located?
David Neil Travis is based in NEW YORK, New York, working with SAGEWOOD ASSET MANAGEMENT LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does David Neil Travis charge for services?
David Neil Travis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGEWOOD ASSET MANAGEMENT LP?
SAGEWOOD ASSET MANAGEMENT LP has approximately 6 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Defina Maluki
NEW YORK, NY
William James Belleville
NEW YORK, NY

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