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Sagewood Capital Management LLC

● SEC registered since 2026CRD 339800SEC# 801-135115New York, NY
Export (members)
Reg. AUM
Employees
7
Accounts
Location
New York, NY

Sagewood Capital Management LLC assets under management

Sagewood Capital Management LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2026. It employs 7 people.

Sagewood Capital Management LLC owners & executives

3 reported
NameTitleOwnershipSince
David Neil Travis ControlChief Compliance Officer/Chief Operatingofficer/Chief Financial OfficerUnder 5%2016
Defina Maluki ControlChief Investment Officer/Managing MemberOver 75%2016
William James BellevilleChairman10-25%2016

Frequently asked questions

How many employees does Sagewood Capital Management LLC have?

Sagewood Capital Management LLC reports 7 employees.

Where is Sagewood Capital Management LLC located?

Sagewood Capital Management LLC is based in New York, NY and has been SEC-registered since 2026.

Does Sagewood Capital Management LLC disclose fund performance?

Sagewood Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Park Avenue, 22nd Floor, New York, NY 10017
Phone212-231-8777
Fax646-759-4277
Office hours9:00 - 5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.72BNo change
Dec '25 — $2.72BJan '26 — $2.72BFeb '26 — $2.72BMar '26 — $2.72BApr '26 — $2.72BMay '26 — $2.72BJun '26 — $2.72B
Dec '25Form ADV, monthlyJun '26

How this firm compares

EmployeesTop 51%
More than 49% of 16,825 advisers