SAGEHALL MANAGEMENT LP

RIASEC RegisteredEst. 2022
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$254M
Accounts
5
Employees
16
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
314770
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sagehall Management LP is a limited partnership that registered with the SEC in 2022 and serves institutional clients. The firm’s advisory work focuses on portfolio management for pooled investment vehicles; it also appears in sponsor/GP and commodity pool/CTA roles associated with pooled vehicles. Ownership is listed as a combination of a domestic entity and an individual. Compensation is structured as a percentage of assets under management plus performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • Kathryn Goldberger

    General Counsel & Chief Compliance OfficerCRD 7736783

Contacts

1 of 1
  • SUSHEEL TORGALKAR

    Founding PartnerCRD 3266140

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
140 E 45th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth