RIA Intelligence

SAGEWOOD CAPITAL MANAGEMENT LLC

CRD #339800 SEC #801-135115 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 Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 7, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRAVIS, DAVID, NEILICHIEF COMPLIANCE OFFICER/CHIEF OPERATINGOFFICER/CHIEF FINANCIAL OFFICERNA Control
TRAVIS, DAVID, NEILICHIEF COMPLIANCE OFFICER/CHIEF OPERATINGOFFICER/CHIEF FINANCIAL OFFICERNA Control
MALUKI, DEFINAICHIEF INVESTMENT OFFICER/MANAGING MEMBERE Control
MALUKI, DEFINAICHIEF INVESTMENT OFFICER/MANAGING MEMBERE Control
BELLEVILLE, WILLIAM, JAMESICHAIRMANB
BELLEVILLE, WILLIAM, JAMESICHAIRMANB

Registrations

Federal

IA
Dec 7, 2025 REGISTERED

Notice Filings (5)

CA FL IL NY TX

Address

100 PARK AVENUE
22ND FLOOR
NEW YORK, NY 10017
United States
Phone: 212-231-8777