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Saratoga Investment Advisors, LLC

● SEC registered since 2010CRD 153060SEC# 801-71176New York, NY
Export (members)
Reg. AUM
$1.9B
Employees
28
Accounts
2
Location
New York, NY

Saratoga Investment Advisors, LLC assets under management

Saratoga Investment Advisors, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2010. It reports $1.9 billion in regulatory assets under management and employs 28 people.

Saratoga Investment Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christian Long Oberbeck ControlManaging Member; Chief Executive OfficerOver 75%2010
Christian Long Oberbeck ControlPresidentOver 75%2020
Henri Johann Steenkamp ControlChief Compliance Officer; Chief Financial OfficerUnder 5%2014
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Frequently asked questions

How much does Saratoga Investment Advisors, LLC manage?

Saratoga Investment Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Saratoga Investment Advisors, LLC have?

Saratoga Investment Advisors, LLC reports 28 employees.

Where is Saratoga Investment Advisors, LLC located?

Saratoga Investment Advisors, LLC is based in New York, NY and has been SEC-registered since 2010.

Does Saratoga Investment Advisors, LLC disclose fund performance?

Saratoga Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address535 Madison Avenue, 4th Floor, New York, NY 10022
Phone(212) 906-7800
Fax(212) 906-7792
Office hours8-6
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.9B▼ 1%
Mar '25 — $1.92BApr '25 — $1.92BMay '25 — $1.92BJun '25 — $1.92BJul '25 — $1.92BAug '25 — $1.92BSep '25 — $1.92BOct '25 — $1.92BNov '25 — $1.92BDec '25 — $1.92BJan '26 — $1.92BFeb '26 — $1.92BMar '26 — $1.9BApr '26 — $1.9BMay '26 — $1.9BJun '26 — $1.9B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers

Assets under management

$1.9Bregulatory AUM
Discretionary $1.9B