SALUDA GRADE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 304725
- Registered since
- August 3, 2022
- Website
- www.saludagrade.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles80.6%
- Insurance Companies14.35%
- Banking / Thrift Institutions5.05%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Saluda Grade Asset Management LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2022. The firm operates as a multi-strategy fund manager with activity across hedge fund, private equity and venture capital structures. Its client base is institutional, and its advisory work focuses on portfolio management for pooled investment vehicles and for institutional or business clients. Saluda Grade also lists CPO/CTA activities, indicating involvement in commodity pool or managed futures-type trading. Compensation includes both percentage-of-AUM and performance-based fees, along with other fee components. The firm does not list ESG investing as an active focus.
Assets & Accounts
Investments & Alternatives
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
- Other100%
Owners & executives
3 of 7PATRICK LO
Co-CIOCRD 4829240
Adolfo Aguilar
CTOCRD 7867828
ROBERT HANNA
Chief Operating OfficerCRD 5399224
Contacts
1 of 1Brian Brennan
Portfolio ManagerCRD 1817347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 5 Bryant Park
- Time zone
- ET (UTC-5)
- Office locations
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