Sagewood Asset Management LP
● SEC registered since 2015CRD 281548SEC# 801-106703New York, NY
Reg. AUM
$2.7B
Employees
7
Accounts
255
Location
New York, NY
Sagewood Asset Management LP assets under management
Sagewood Asset Management LP is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2015. It reports $2.7 billion in regulatory assets under management and employs 7 people.
Sagewood Asset Management LP owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Neil Travis Control | Chief Compliance Officer/Chief Operating Officer/Chief Financial Officer | Under 5% | 2016 |
| Defina Maluki Control | Chief Investment Officer/Managing Member | Over 75% | 2016 |
| William James Belleville | Chairman | 10-25% | 2016 |
Frequently asked questions
How much does Sagewood Asset Management LP manage?
Sagewood Asset Management LP reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Sagewood Asset Management LP have?
Sagewood Asset Management LP reports 7 employees.
Where is Sagewood Asset Management LP located?
Sagewood Asset Management LP is based in New York, NY and has been SEC-registered since 2015.
Does Sagewood Asset Management LP disclose fund performance?
Sagewood Asset Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Park Avenue, 22nd Floor, New York, NY 10017 |
| Phone | 212-231-8777 |
| Fax | 646-759-4277 |
| Office hours | 9:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.7B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$2.7Bregulatory AUM
Discretionary $2.7B