SAGEWOOD ASSET MANAGEMENT LP

CRD 281548 · SEC 801-106703

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100 PARK AVENUE, 22ND FLOOR, NEW YORK, NY, 10017, United States

Phone

212-231-8777

Fax

646-759-4277

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.70B

Discretionary AUM

$2.70B

Team

7 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	232	$2.39B
Corporations/business entities	21	$285.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.SAGEWOODAM.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/11010811/
https://sagewoodassetmgmt.com/

Official SEC filing: View on IAPD