Sagewood Capital Management LLC

Overview

Sagewood Capital Management LLC is an individually owned limited liability company that describes itself as a capital allocator and an investment adviser. The firm lists SEC registration year as 2026 and is flagged as a related adviser to another entity. Its advisory mandate includes direct portfolio management for individuals, small businesses and institutions, plus the selection of other advisers — indicating a mix of discretionary management and third‑party manager oversight. Sagewood reports it is not an active ESG investor and does not identify as a multi‑state adviser. Fee arrangements combine a percentage of assets under management with performance‑based fees. The firm is classified as “Unclassified” in the snapshot and is affiliated within the industry as an “Other Investment Adviser.”

Assets & Accounts

Investments & Alternatives

Location & Offices