SAGEWOOD ASSET MANAGEMENT LP

NEW YORK, New York·3 registered advisors·CRD# 281548
SEC# 801-1067030212-231-8777
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SAGEWOOD ASSET MANAGEMENT LP

3 registered advisors
David Neil Travis
NEW YORK, New York
Defina Maluki
NEW YORK, New York
William James Belleville
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. SAGEWOOD ASSET MANAGEMENT LP (CRD# 281548) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.