RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 30, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
ROSENBERG, RICARDO, MARTINIPRINCIPALNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
SCHAFER, TERESA, MARIEICHIEF COMPLIANCE OFFICERNA Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALD Control
2024 THAYER MCGREGOR FAMILY TRUSTDEMEMBERC
2024 THAYER MCGREGOR FAMILY TRUSTDEMEMBERC
2024 THAYER MCGREGOR FAMILY TRUSTDEMEMBERC
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPARTNERC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
MCGREGOR, BRIAN, DOUGLASIPRINCIPALC Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALC Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALC Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALC Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALC Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALC Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALC Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPARTNERC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
SARGENT, CHRISTOPHER, SMITHIPRINCIPALC Control
2024 THAYER MCGREGOR FAMILY TRUSTDEMEMBERB
2024 THAYER MCGREGOR FAMILY TRUSTDEMEMBERB
2024 THAYER MCGREGOR FAMILY TRUSTDEMEMBERB
RHYNE, CHRISTOPHER, NEELIPRINCIPALB
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RHYNE, CHRISTOPHER, NEELIPRINCIPALB Control
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
RICARDO ROSENBERG FAMILY TRUSTDEMEMBERB
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPRINCIPALB Control
ROSENBERG, RICARDO, MARTINIPARTNERB Control
ROSENBERG, RICARDO, MARTINIPRINCIPALB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MCGREGOR, BRIAN, DOUGLASI2024 THAYER MCGREGOR FAMILY TRUSTF Control
MCGREGOR, BRIAN, DOUGLASI2024 THAYER MCGREGOR FAMILY TRUSTF Control
MCGREGOR, BRIAN, DOUGLASI2024 THAYER MCGREGOR FAMILY TRUSTF Control
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
ROSENBERG, NANCYIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF
SORGE, CHRISTINEIRICARDO ROSENBERG FAMILY TRUSTF

Registrations

Federal

IA
Apr 30, 2025 REGISTERED

Notice Filings (22)

CA CO CT DC DE FL GA LA MA MD ME NC NH NJ NM NY OR PA TX VA VT WA

Address

4920 ELM STREET
SUITE 305
BETHESDA, MD 20814
United States
Phone: (202) 580-6400