SARGENT INVESTMENT GROUP, LLC
Legal name: SARGENT INVESTMENT GROUP
CRD #297499 SEC #801-113542 BETHESDA, MD (202) 580-6400
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$969.5M
Employees
15
Clients
0
Accounts
1,258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.3B | $969.5M | $312.5M | 15 | 0 |
| Apr 2025 | $1.3B | $969.5M | $312.5M | 15 | 0 |
| Mar 2025 | $1.3B | $969.5M | $312.5M | 15 | 0 |
| Oct 2024 | $1.1B | $788.4M | $358.4M | 13 | 0 |
| Apr 2024 | $1.1B | $788.4M | $358.4M | 13 | 0 |
| Mar 2024 | $1.1B | $788.4M | $358.4M | 13 | 0 |
| Jan 2024 | $1B | $685.9M | $326.7M | 13 | 0 |
| Jul 2023 | $1B | $685.9M | $326.7M | 13 | 0 |
| Feb 2023 | $1B | $685.9M | $326.7M | 13 | 0 |
| Nov 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Nov 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Aug 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Aug 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Jun 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Jun 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Jun 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Mar 2022 | $1.2B | $761.8M | $440.9M | 13 | 0 |
| Feb 2022 | $1.1B | $657.9M | $437.2M | 13 | 0 |
| Oct 2021 | $1.1B | $657.9M | $437.2M | 12 | 0 |
| Sep 2021 | $1.1B | $657.9M | $437.2M | 12 | 0 |
| May 2021 | $1.1B | $657.9M | $437.2M | 11 | 0 |
| Mar 2021 | $1.1B | $657.9M | $437.2M | 11 | 0 |
| Mar 2021 | $1.1B | $657.9M | $437.2M | 11 | 0 |
| Nov 2020 | $971.3M | $469.2M | $502.1M | 12 | 0 |
| Sep 2020 | $971.3M | $469.2M | $502.1M | 10 | 0 |
| Jul 2020 | $971.3M | $469.2M | $502.1M | 10 | 0 |
| Jun 2020 | $971.3M | $469.2M | $502.1M | 10 | 0 |
| Apr 2020 | $971.3M | $469.2M | $502.1M | 10 | 0 |
| Mar 2020 | $971.3M | $469.2M | $502.1M | 10 | 0 |
| Nov 2019 | $752.4M | $276.4M | $476.1M | 10 | 0 |
| Nov 2019 | $752.4M | $276.4M | $476.1M | 10 | 0 |
| Sep 2019 | $752.4M | $276.4M | $476.1M | 10 | 0 |
| Jul 2019 | $752.4M | $276.4M | $476.1M | 10 | 0 |
| May 2019 | $752.4M | $276.4M | $476.1M | 10 | 0 |
| Mar 2019 | $752.4M | $276.4M | $476.1M | 10 | 0 |
| Nov 2018 | $236.5M | $90.8M | $145.8M | 8 | 0 |
| Sep 2018 | $236.5M | $90.8M | $145.8M | 7 | 0 |
| Sep 2018 | $236.5M | $90.8M | $145.8M | 7 | 0 |
| Aug 2018 | $856M | $140M | $716M | 7 | 0 |
| Aug 2018 | $856M | $140M | $716M | 7 | 0 |
| Aug 2018 | $856M | $140M | $716M | 7 | 0 |
| Aug 2018 | $856M | $140M | $716M | 7 | 0 |
| Aug 2018 | $856M | $140M | $716M | 7 | 0 |
| Jun 2018 | $856M | $140M | $716M | 7 | 0 |
DateApr 2025
Total AUM$1.3B
Discretionary$969.5M
Non-Disc.$312.5M
Employees15
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$969.5M
Non-Disc.$312.5M
Employees15
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$969.5M
Non-Disc.$312.5M
Employees15
Clients0
DateOct 2024
Total AUM$1.1B
Discretionary$788.4M
Non-Disc.$358.4M
Employees13
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$788.4M
Non-Disc.$358.4M
Employees13
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$788.4M
Non-Disc.$358.4M
Employees13
Clients0
DateJan 2024
Total AUM$1B
Discretionary$685.9M
Non-Disc.$326.7M
Employees13
Clients0
DateJul 2023
Total AUM$1B
Discretionary$685.9M
Non-Disc.$326.7M
Employees13
Clients0
DateFeb 2023
Total AUM$1B
Discretionary$685.9M
Non-Disc.$326.7M
Employees13
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateAug 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateAug 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateJun 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateJun 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateJun 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$761.8M
Non-Disc.$440.9M
Employees13
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$657.9M
Non-Disc.$437.2M
Employees13
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$657.9M
Non-Disc.$437.2M
Employees12
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$657.9M
Non-Disc.$437.2M
Employees12
Clients0
DateMay 2021
Total AUM$1.1B
Discretionary$657.9M
Non-Disc.$437.2M
Employees11
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$657.9M
Non-Disc.$437.2M
Employees11
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$657.9M
Non-Disc.$437.2M
Employees11
Clients0
DateNov 2020
Total AUM$971.3M
Discretionary$469.2M
Non-Disc.$502.1M
Employees12
Clients0
DateSep 2020
Total AUM$971.3M
Discretionary$469.2M
Non-Disc.$502.1M
Employees10
Clients0
DateJul 2020
Total AUM$971.3M
Discretionary$469.2M
Non-Disc.$502.1M
Employees10
Clients0
DateJun 2020
Total AUM$971.3M
Discretionary$469.2M
Non-Disc.$502.1M
Employees10
Clients0
DateApr 2020
Total AUM$971.3M
Discretionary$469.2M
Non-Disc.$502.1M
Employees10
Clients0
DateMar 2020
Total AUM$971.3M
Discretionary$469.2M
Non-Disc.$502.1M
Employees10
Clients0
DateNov 2019
Total AUM$752.4M
Discretionary$276.4M
Non-Disc.$476.1M
Employees10
Clients0
DateNov 2019
Total AUM$752.4M
Discretionary$276.4M
Non-Disc.$476.1M
Employees10
Clients0
DateSep 2019
Total AUM$752.4M
Discretionary$276.4M
Non-Disc.$476.1M
Employees10
Clients0
DateJul 2019
Total AUM$752.4M
Discretionary$276.4M
Non-Disc.$476.1M
Employees10
Clients0
DateMay 2019
Total AUM$752.4M
Discretionary$276.4M
Non-Disc.$476.1M
Employees10
Clients0
DateMar 2019
Total AUM$752.4M
Discretionary$276.4M
Non-Disc.$476.1M
Employees10
Clients0
DateNov 2018
Total AUM$236.5M
Discretionary$90.8M
Non-Disc.$145.8M
Employees8
Clients0
DateSep 2018
Total AUM$236.5M
Discretionary$90.8M
Non-Disc.$145.8M
Employees7
Clients0
DateSep 2018
Total AUM$236.5M
Discretionary$90.8M
Non-Disc.$145.8M
Employees7
Clients0
DateAug 2018
Total AUM$856M
Discretionary$140M
Non-Disc.$716M
Employees7
Clients0
DateAug 2018
Total AUM$856M
Discretionary$140M
Non-Disc.$716M
Employees7
Clients0
DateAug 2018
Total AUM$856M
Discretionary$140M
Non-Disc.$716M
Employees7
Clients0
DateAug 2018
Total AUM$856M
Discretionary$140M
Non-Disc.$716M
Employees7
Clients0
DateAug 2018
Total AUM$856M
Discretionary$140M
Non-Disc.$716M
Employees7
Clients0
DateJun 2018
Total AUM$856M
Discretionary$140M
Non-Disc.$716M
Employees7
Clients0