SAGEWOOD ASSET MANAGEMENT LP
CRD #281548 SEC #801-106703 NEW YORK, NY 212-231-8777
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
7
Clients
0
Accounts
257
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEATTIE, STACY, LYNN | I | CHIEF ADMINSTRATIVE OFFICER | NA | Control |
| BEATTIE, STACY, LYNN | I | CHIEF ADMINSTRATIVE OFFICER | NA | Control |
| HORN, PAULA, MARIE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HORN, PAULA, MARIE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PEREZ, CYNTHIA | I | CHIEF OPERATING OFFICER | NA | Control |
| PEREZ, CYNTHIA | I | CHIEF OPERATING OFFICER | NA | Control |
| PEREZ, CYNTHIA | I | CHIEF OPERATING OFFICER | NA | Control |
| PEREZ, CYNTHIA | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, SCOTT, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROBERTS, SCOTT, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROBERTS, SCOTT, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROBERTS, SCOTT, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROBERTS, SCOTT, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| TRAVIS, DAVID, NEIL | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | E | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | E | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | E | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | E | Control |
| ZIEGLER CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| ZIEGLER CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| ZIEGLER CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| ZIEGLER CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| ZIEGLER CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| BELLEVILLE, WILLIAM, JAMES | I | CHIEF EXECUTIVE OFFICEER/MANAGING MEMBER | D | Control |
| BELLEVILLE, WILLIAM, JAMES | I | CHIEF EXECUTIVE OFFICEER/MANAGING MEMBER | D | Control |
| BELLEVILLE, WILLIAM, JAMES | I | CHIEF EXECUTIVE OFFICEER/MANAGING MEMBER | D | Control |
| BELLEVILLE, WILLIAM, JAMES | I | CHIEF EXECUTIVE OFFICEER/MANAGING MEMBER | D | Control |
| BELLEVILLE, WILLIAM, JAMES | I | CHIEF EXECUTIVE OFFICEER/MANAGING MEMBER | D | Control |
| BELLEVILLE, WILLIAM, JAMES | I | CHIEF EXECUTIVE OFFICEER/MANAGING MEMBER | D | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| MALUKI, DEFINA | I | CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| BELLEVILLE, WILLIAM, JAMES | I | CHAIRMAN | B | |
| BELLEVILLE, WILLIAM, JAMES | I | CHAIRMAN | B | |
| BELLEVILLE, WILLIAM, JAMES | I | CHAIRMAN | B | |
| BELLEVILLE, WILLIAM, JAMES | I | CHAIRMAN | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STIFEL FINANCIAL CORPORATION | DE | ZIEGLER CAPITAL MANAGEMENT, LLC | E | Control |
| STIFEL FINANCIAL CORPORATION | DE | ZIEGLER CAPITAL MANAGEMENT, LLC | E | Control |
| STIFEL FINANCIAL CORPORATION | DE | ZIEGLER CAPITAL MANAGEMENT, LLC | E | Control |
| STIFEL FINANCIAL CORPORATION | DE | ZIEGLER CAPITAL MANAGEMENT, LLC | E | Control |
| STIFEL FINANCIAL CORPORATION | DE | ZIEGLER CAPITAL MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (52)
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Address
100 PARK AVENUE22ND FLOOR
NEW YORK, NY 10017
United States
Phone: 212-231-8777