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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

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 typeClientsAUM
Insurance companiesFewer than 5$836.3M
Pooled investment vehicles15$4.70B
Banking or thrift institutionsFewer than 5$294.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 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.