Saaga

RIASEC RegisteredEst. 2023
Total AUM
$717M
Discretionary
$0
0% of AUM
Avg account
$1.3M
Accounts
565
Employees
6
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
327015
Registered since
July 21, 2023
Website
www.saagawealth.com
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Saaga is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm acts as a capital allocator for individuals and families, offering portfolio management alongside selection of outside managers and educational workshops. Its billing mixes percentage-of-AUM fees with fixed-fee arrangements. Saaga does not present itself as an ESG-focused manager, and its disclosures do not identify pension consulting or related-adviser affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 52%, Public Funds/Mutual Funds 24%, Non-Exchange Traded Equities 12%, Exchange Traded Equities 4%, US Government Bonds 3%, Investment Grade Corp Bonds 2%, Other 2%, Cash & Cash Equivalents 1%52%
  • Private Funds52%
  • Public Funds/Mutual Funds24%
  • Non-Exchange Traded Equities12%
  • Exchange Traded Equities4%
  • US Government Bonds3%

Contacts

3 of 3
  • Juan Pablo Martinez-Blat

    Juan Pablo Martinez-Blat

    Owner/sole ProprietorCRD 7745735

  • Federico Colombo

    Federico Colombo

    Financial AnalystCRD 8219959

  • Mateo Laresgoiti

    Mateo Laresgoiti

    Client Service AssociateCRD 8220454

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth