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SAX CAPITAL LLC

WASHINGTON, DC · CRD 288220 · IAPD ↗ · saxcapital.co · (202) 729-9729

$769.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
213Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
November 2024 — SAX CAPITAL LLC (WASHINGTON, DC) left the SEC roster (was $769.5M RAUM, 4 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.