Sargent Investment Group, LLC
● SEC registered since 2018CRD 297499SEC# 801-113542Bethesda, MD
Ranks #2,530 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.48B
Fund GAV
$9.8M
Private funds
1
Employees
18
Accounts
1,381
Location
Bethesda, MD
Sargent Investment Group, LLC assets under management
Sargent Investment Group, LLC is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 18 people. Sargent Investment Group, LLC manages 1 private fund with combined gross assets of $9.8 million, including Sig Alternatives Fund, LP. By regulatory assets, it ranks 2,530 of 6,004 private fund managers.
Sargent Investment Group, LLC private funds
1 funds · $9.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sig Alternatives Fund, LP | Private Equity | $9.8M | $100K |
Sargent Investment Group, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2024 Thayer McGregor Family Trust | Member | 25-50% | 2024 |
| Brian Douglas McGregor Control | Chief Executive Officer/Managing Member | 25-50% | 2018 |
| Christopher Neel Rhyne Control | Managing Member | 10-25% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sargent Investment Group, LLC manage?
Sargent Investment Group, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Sargent Investment Group, LLC manage?
Sargent Investment Group, LLC manages 1 private funds with combined gross assets of $9.8 million.
How many employees does Sargent Investment Group, LLC have?
Sargent Investment Group, LLC reports 18 employees.
Where is Sargent Investment Group, LLC located?
Sargent Investment Group, LLC is based in Bethesda, MD and has been SEC-registered since 2018.
Does Sargent Investment Group, LLC disclose fund performance?
Sargent Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4920 Elm Street, Suite 305, Bethesda, MD 20814 |
| Phone | (202) 580-6400 |
| Fax | (202) 580-6410 |
| Office hours | 9:00a.m. -5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1766157 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.48B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.48Bregulatory AUM
Discretionary $1.17BNon-discretionary $310.7M