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SAGEWIND CAPITAL LLC

CRD 288855File 801-113737
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$1.30B
Clients
12
12 accounts
Employees
13
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 27, 2018
Principal office
ONE VANDERBILT AVENUE, SUITE 2400, NEW YORK, NY, 10017
Phone
(646) 930-1540

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.30B
Discretionary AUM
$1.30B
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client
$108.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles12$1.30B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SEE FORM ADV PART 2A
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.