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SAGEWOOD ASSET MANAGEMENT LP
CRD 281548File 801-106703
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.70B
Top 25% of cohort (national)
Discretionary AUM
$2.70B
Clients
253
255 accounts
Employees
7
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 25, 2015
- Principal office
- 100 PARK AVENUE, 22ND FLOOR, NEW YORK, NY, 10017
- Phone
- 212-231-8777
- Website
- HTTP://WWW.SAGEWOODAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.70B
- Discretionary AUM
- $2.70B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 255
- Non-discretionary accounts
- 0
- Total accounts
- 255
- AUM per client
- $10.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $285.3M |
| High net worth individuals | 232 | $2.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 255 | 253 | decreased by2 |
| Apr 1, 2026 | Clients | 257 | 255 | decreased by2 |
| Apr 1, 2026 | AUM | $2,680,090,937 | $2,700,678,017 | increased by$20,587,080 |
| Apr 1, 2026 | Accounts | 257 | 255 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 295 | 257 | decreased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,218,609,443 | $2,680,090,937 | increased by$461,481,494 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 295 | 257 | decreased by38 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 292 | 295 | increased by3 |
| Apr 1, 2022 | AUM | $2,105,797,294 | $2,218,609,443 | increased by$112,812,149 |
| Apr 1, 2022 | Accounts | 292 | 295 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGEWOOD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGEWOOD ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.