Saxon Woods Advisors LLC
● SEC registered since 1999CRD 109686SEC# 801-56910Purchase, NY
Reg. AUM
$669.6M
Employees
12
Accounts
161
Location
Purchase, NY
Saxon Woods Advisors LLC assets under management
Saxon Woods Advisors LLC operates as an SEC-registered investment adviser based in Purchase, NY. The firm has been registered since 1999. It reports $669.6 million in regulatory assets under management and employs 12 people.
Saxon Woods Advisors LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alpine Saxon Woods, LLC Control | Managing Member | Over 75% | 2022 |
| Arleen Marie Baez Control | Chief Operations Officer | 25-50% | 2008 |
| Brian David Robling Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Saxon Woods Advisors LLC manage?
Saxon Woods Advisors LLC reports $669.6 million in regulatory assets under management on its Form ADV.
How many employees does Saxon Woods Advisors LLC have?
Saxon Woods Advisors LLC reports 12 employees.
Where is Saxon Woods Advisors LLC located?
Saxon Woods Advisors LLC is based in Purchase, NY and has been SEC-registered since 1999.
Does Saxon Woods Advisors LLC disclose fund performance?
Saxon Woods Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Westchester Avenue, Suite 300, Purchase, NY 10577 |
| Phone | 914-251-0880 |
| Fax | 914-251-9098 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$669.6M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$669.6Mregulatory AUM
Discretionary $669.6M