SUGAR MAPLE ASSET MANAGEMENT, LLC

Overview

Sugar Maple Asset Management, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides a mix of advice and portfolio management services—covering financial planning, separate-account management for individuals and small businesses, management of pooled investment vehicles, pension-related consulting services, and the selection of third‑party managers. It also sponsors and serves as general partner/managing member for pooled vehicles it organizes. The firm’s fee arrangements are flexible and include percentage-of-AUM billing alongside hourly fees, fixed fees and performance-based fees. Sugar Maple is not characterized as an active ESG investor and does not identify as a multi-state or newly formed adviser in the available disclosures. It is SEC-registered and operates as an LLC.

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Public Holdings

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Location & Offices