Sargasso Partners LLP

RIASEC RegisteredEst. 2024
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$44M
Accounts
5
Employees
3
Advisory reps
3

Firm details

Headquarters
London,
CRD number
332384
Registered since
October 7, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses90.91%
  • Pooled Investment Vehicles9.09%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sargasso Partners LLP is a limited liability partnership that registered with the SEC in 2024 and serves institutional clients. Ownership is split between a domestic entity and individuals. The firm’s advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions. Its compensation model combines a percentage-of-AUM fee with performance-based fees, which is consistent with managers that run pooled structures and alternative strategies. Sargasso identifies as not being an active ESG investor and is not registered as a multi-state adviser; it does not list pension consulting or affiliated adviser services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 20%, Cash & Cash Equivalents 20%, Non-Exchange Traded Equities 15%, Exchange Traded Equities 10%, US Government Bonds 10%, Investment Grade Corp Bonds 10%, Public Funds/Mutual Funds 10%, State & Local Bonds 5%20%
  • Private Funds20%
  • Cash & Cash Equivalents20%
  • Non-Exchange Traded Equities15%
  • Exchange Traded Equities10%
  • US Government Bonds10%

Owners & executives

2 of 2
  • Mark Levine

    Founder & Chief Investment OfficerCRD 2768206

  • Martin Donnelly

    Chief Operating Officer and PartnerCRD 6517766

Contacts

1 of 1
  • Tullio Salvatore

    Portfolio ManagerCRD 7963746

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
34 36 Queen Anne St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth