# Sailcrest Capital Management LLC

> Sailcrest Capital Management LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 331486
- Filed as: SAILCREST CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331486
- AdvisorCensus page: https://advisorcensus.com/firm/sailcrest-capital-management-llc-newport-beach-ca-331486

## Quick answers

**How is Sailcrest Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sailcrest Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sailcrest Capital Management LLC located?**
Sailcrest Capital Management LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Sailcrest Capital Management LLC registered with the SEC or a state?**
Sailcrest Capital Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331486.

**How much does Sailcrest Capital Management LLC manage?**
Sailcrest Capital Management LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 27, 2026.

**Does Sailcrest Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331486

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sailcrest.com
- LinkedIn @sailcrest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sailcrest Capital Management LLC (CRD 331486): Form ADV filing data as of October 2026.