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 an SEC-registered LLC (registration year 2022) that operates as a multi-strategy alternative manager. The firm is classified as a hedge fund, private equity fund, and venture capital fund manager and is also described as a multifaceted fund manager. Its client base is institutional, and its fee model combines a percentage of assets under management with performance-based fees and other fee arrangements. Saluda Grade engages in commodity pool or commodity trading advisor activities (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutional clients. The adviser does not identify as an active ESG investor.
Assets & Accounts
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
- Other100%
Owners & executives
3 of 6Patrick Lo
Co-CIOCRD 4829240
Adolfo Aguilar
CTOCRD 7867828

Robert Hanna
Chief Operating OfficerCRD 5399224
Contacts
1 of 1
Brian 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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