SAAGA

Overview

Saaga is an SEC-registered limited liability company that positions itself as a capital allocator for high-net-worth individuals and families. The firm provides portfolio management for individuals and small businesses, conducts selection of other advisers, and runs educational seminars and workshops. Its fee mix includes percentage-of-AUM fees alongside fixed-fee arrangements. Saaga does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm operates on a non-discretionary advisory model, meaning it provides recommendations and allocates capital but leaves final trading authority with its clients or separate decision-makers. That approach is consistent with its role as a selector of third-party managers and allocators into external funds rather than an outright discretionary manager for liquid portfolios.

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Location & Offices