# Sagewood Asset Management LP

> Sagewood Asset Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 281548
- Filed as: SAGEWOOD ASSET MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281548
- AdvisorCensus page: https://advisorcensus.com/firm/sagewood-asset-management-lp-new-york-ny-281548

## Quick answers

**How is Sagewood Asset Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Sagewood Asset Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Sagewood Asset Management LP charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sagewood Asset Management LP located?**
Sagewood Asset Management LP's principal office is in New York, NY, according to its Form ADV.

**Is Sagewood Asset Management LP registered with the SEC or a state?**
Sagewood Asset Management LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281548.

**How much does Sagewood Asset Management LP manage?**
Sagewood Asset Management LP reports $2,700,678,017 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Sagewood Asset Management LP's assets and staff changed since 2021?**
In the Form ADV data for Sagewood Asset Management LP: Regulatory assets under management: $2,105,797,294 in the October 2021 data and $2,700,678,017 in the October 2026 data, up 28%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sagewood Asset Management LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (232); corporations or other businesses not listed above (21); other (2).

**Which custodians does Sagewood Asset Management LP use?**
Sagewood Asset Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley, Pershing LLC and Stifel, Nicolaus & Company, Incorporated as custodians holding 10% or more of its separately managed account assets.

**Does Sagewood Asset Management LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281548

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The maximum annual management fee is 2.00%. Management fees are generally negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley
- Pershing LLC
- Stifel, Nicolaus & Company, Incorporated

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,700,678,017
- Discretionary: $2,700,678,017
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 232 | $2,391,633,801 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 21 | $285,325,463 |
| Other | 2 | $23,718,753 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sagewoodam.com](https://sagewoodam.com)
- [sagewoodassetmgmt.com](https://sagewoodassetmgmt.com)
- LinkedIn @11010811

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,105,797,294 | 6 | March 12, 2021 |
| October 2022 | $2,218,609,443 | 5 | March 24, 2022 |
| October 2023 | $2,608,816,976 | 6 | March 16, 2023 |
| October 2024 | $2,640,632,018 | 6 | March 14, 2024 |
| October 2025 | $2,680,090,937 | 7 | March 18, 2025 |
| October 2026 | $2,700,678,017 | 7 | March 31, 2026 |

Regulatory assets under management: $2,105,797,294 in the October 2021 data and $2,700,678,017 in the October 2026 data, up 28%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagewood Asset Management LP (CRD 281548): Form ADV filing data as of October 2026.