SAXON WEBER FUNDS

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
340981
Registered since
February 24, 2026

Firm profile

FINTRX

Overview

Saxon Weber Funds LLC is a limited liability company that operates primarily as a registered representative of a broker-dealer and as sponsor, general partner and managing member of pooled investment vehicles. The firm has a very limited public advisory footprint: it does not report retail or institutional advisory clients and is not identified as a multi-state or ESG-focused adviser. Public filings list an SEC registration year of 2026 while the firm is not flagged as a newly formed adviser. Available information points to activity concentrated on private pooled structures rather than a traditional advisory business serving numerous client accounts. The firm's stated industry affiliations emphasize fund sponsorship and GP roles, which suggests the business model centers on structuring and operating one or more privately held investment vehicles while maintaining broker-dealer relationships for distribution or transactional access.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

1 of 1
  • DEREK WEBER

    Founder and Managing DirectorCRD 6533596

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
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth