Saga Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 156577
- Registered since
- October 4, 2021
- Website
- www.sagapartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., ROBERT W. BAIRD & CO. INCORPORATED
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.18%
- Other Investment Advisers14.8%
- Individuals6.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Saga Partners LLC is a small, Ohio-based limited liability firm that provides discretionary portfolio management to wealthy individuals, families and institutional clients. The firm’s advisory mandate covers portfolio management for individuals and small businesses as well as for business or institutional accounts. Compensation is a mix of AUM-based fees and fixed-fee arrangements. The firm does not position itself as an ESG investor and is not organized as a capital allocator. Its owner-type is listed as an individual and it operates under a straightforward advisory model rather than as a multi-state or pension consultant specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Centriplan, LLC
RIANewport Beach, CA
Veritas Bitcoin Strategies, LLC Dba Veritas Bitcoin Strategies
RIAMadras, OR
Gamma Paradigm Capital, LP
RIACheyenne, WY