About SAYE CAPITAL MANAGEMENT, LP
SAYE CAPITAL MANAGEMENT, LP is a boutique financial advisory firm specializing in providing comprehensive investment management services to high-net-worth individuals, families, and institutions. With decades of combined experience in financial markets, their team of seasoned professionals is dedicated to helping clients achieve their financial goals through personalized and strategic investment solutions.
How does the advisor help clients – Key Takeaways:
- Offers personalized investment strategies to meet clients’ unique goals and risk tolerance.
- Provides ongoing monitoring and reviews of client portfolios to ensure they remain aligned with their financial objectives.
- Utilizes a disciplined and research-driven approach to investment management.
- Employs a team-based approach, leveraging the expertise of all team members to better serve clients.
Facts and Insights
SAYE CAPITAL MANAGEMENT, LP manages approximately $500 million in assets under management (AUM) and has a team of 8 advisors. The firm was founded in 2005 and has since built a solid reputation for delivering consistent and long-term investment results.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | Founded in 2005 |
Financial Services Offered
SAYE CAPITAL MANAGEMENT, LP offers a wide range of financial services to help clients achieve their financial goals, including:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
SAYE CAPITAL MANAGEMENT, LP serves a diverse client base that includes high-net-worth individuals, families, and institutional investors. Their customized approach allows them to meet the needs and goals of each client, regardless of their financial situation.
Fees & Compensation
SAYE CAPITAL MANAGEMENT, LP follows a fee-only structure, meaning they do not receive any commissions or compensation from the sale of financial products. This allows them to provide unbiased and objective advice to their clients. Fees for investment management services are based on a percentage of AUM and may vary depending on the complexity of the client’s portfolio and the services provided.
Background
The team at SAYE CAPITAL MANAGEMENT, LP is made up of highly qualified and experienced professionals, including certified financial planners (CFP®), chartered financial analysts (CFA®), and certified public accountants (CPA®). They are committed to continuous education and stay up-to-date with the latest industry trends and investment strategies.
Financial Advisor Disclosures to Know
SAYE CAPITAL MANAGEMENT, LP is registered with the Securities and Exchange Commission (SEC) as an investment advisor. They have a clean record with no disciplinary actions or sanctions. Their Form ADV, which includes information on their services, fees, and any disclosures, is available upon request.