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SALUDA GRADE ASSET MANAGEMENT LLC
CRD 304725File 801-126280
APPROVED
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.83B
Top 25% of cohort (national)
Discretionary AUM
$5.40B
Non-discretionary $431.6M
Clients
15
17 accounts
Employees
51
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 3, 2022
- Principal office
- 5 BRYANT PARK, FLOOR 23, NEW YORK, NY, 10018
- Phone
- 1 646 974 8560
- Website
- http://www.saludagrade.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.83B
- Discretionary AUM
- $5.40B
- Non-discretionary AUM
- $431.6M
- Discretionary accounts
- 15
- Non-discretionary accounts
- 2
- Total accounts
- 17
- AUM per client
- $388.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $836.3M |
| Pooled investment vehicles | 15 | $4.70B |
| Banking or thrift institutions | Fewer than 5 | $294.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEES AND SECURITIZATION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

