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 an SEC-registered institutional RIA organized as a limited partnership and registered in 2022. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles. It is structured to act as sponsor, general partner or managing member and is identified with CPO/CTA activity for pooled vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Sagehall is not flagged as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator in the source data.

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

    Kathryn Goldberger

    General Counsel & Chief Compliance OfficerCRD 7736783

Contacts

1 of 1
  • Susheel Torgalkar

    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