SAG HARBOR CAPITAL MANAGEMENT, LLC

GREAT NECK, New York·5 registered advisors·CRD# 161490
SEC# 801-1004390212-684-2283
01

Firm Overview

AUM
$448M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SAG HARBOR CAPITAL MANAGEMENT, LLC

5 registered advisors
David Heiden
NEW YORK, New York
Gregg Winter
NEW YORK, New York
Jarret Adam Schochet
GREAT NECK, New York
Marc Bailin
NEW YORK, New York
Windwer Adam
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors
GREAT NECK, New York
1 advisor

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Data sourced from SEC Form ADV filings. SAG HARBOR CAPITAL MANAGEMENT, LLC (CRD# 161490) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.