← Tributary

SAGA PARTNERS LLC

· CRD 156577 · IAPD ↗ · sagapartners.com · 480-678-2950

$15.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — SAGA PARTNERS LLC (location n/a) left the SEC roster (was $15.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.