SAG Harbor Capital Management, LLC

RIASEC RegisteredEst. 2015
Total AUM
$427M
Discretionary
$427M
100% of AUM
Avg account
$214M
Accounts
2
Employees
13
Advisory reps
4

Firm details

Headquarters
Great Neck, New York
CRD number
161490
Registered since
July 1, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SAG Harbor Capital Management, LLC is an SEC‑registered investment manager organized as an LLC and operating since 2015. The firm positions itself as a hybrid manager that runs hedge fund strategies and real‑estate focused pooled vehicles, serving institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles; it also functions as a general partner and managing member on sponsored real estate deals and serves in broker/sponsor roles for property transactions. Compensation is a mix of an asset‑based fee and performance‑linked fees, consistent with fund and hedge fund structures.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Adam Windwer

    Adam Windwer

    Chief Financial and Compliance OfficerCRD 6310453

Contacts

3 of 3
  • David Heiden

    David Heiden

    Managing PartnerCRD 6041163

  • Gregg Winter

    Gregg Winter

    Founder & Managing PartnerCRD 6041158

  • Jarret Schochet

    Jarret Schochet

    Senior Loan OfficerCRD 6849359

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Great Neck, NY

Nassau

Location

Great Neck, NY

Headquartered in Great Neck, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
60 Cuttermill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth