About SAGEWOOD ASSET MANAGEMENT LP
SAGEWOOD ASSET MANAGEMENT LP is a highly reputable and trusted financial management firm, catering to a diverse range of clients. Specializing in customized financial solutions and unbiased advice, SAGEWOOD ASSET MANAGEMENT LP has established itself as a leader in the industry.
How does the advisor help clients – Key Takeaways:
SAGEWOOD ASSET MANAGEMENT LP provides comprehensive financial services to clients, including investment management, financial planning, retirement planning, and estate planning. Their team of experienced advisors works closely with each client to understand their unique financial goals and create a personalized strategy to achieve them.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
*Numbers as of December 2021.
Financial Services Offered:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Cash flow management
- Risk management
- Debt management
Client Types:
SAGEWOOD ASSET MANAGEMENT LP works with a diverse clientele, including high net worth individuals, families, and business owners. They also cater to institutions such as foundations and endowments.
Fees & Compensation:
SAGEWOOD ASSET MANAGEMENT LP operates on a fee-only basis, which means their compensation is solely based on a percentage of the assets under management. This ensures that their advisors have the client’s best interests in mind while making investment decisions.
Background:
Founded in 2006, SAGEWOOD ASSET MANAGEMENT LP has built a solid reputation for providing top-notch financial services with a focus on client satisfaction. Their team of advisors is highly experienced and continuously stays updated on the latest market trends and financial strategies to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know:
SAGEWOOD ASSET MANAGEMENT LP is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). This means that they must adhere to strict regulations and guidelines, providing their clients with transparency and trust.