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SALUDA GRADE ASSET MANAGEMENT LLC
CRD 304725File 801-126280
APPROVED
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 45 | 51 | increased by6 |
| Apr 1, 2026 | AUM | $5,867,777,734 | $5,826,711,802 | decreased by$41,065,932 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 10 | 15 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,629,070,999 | $5,867,777,734 | increased by$2,238,706,735 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 12 | 17 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 45 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $542,992,767 | $3,629,070,999 | increased by$3,086,078,232 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7 | 12 | increased by5 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SALUDA GRADE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SALUDA GRADE” 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.