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SAGEHALL MANAGEMENT LP

NEW YORK, NY · CRD 314770 · IAPD ↗ · 917-671-9690

$1.27BRegulatory AUM
10Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2025 — SAGEHALL MANAGEMENT LP crossed $1B in regulatory AUM ($721.8M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
June 2024 — SAGEHALL MANAGEMENT LP reported RAUM up 27% ($570.6M -> $721.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — SAGEHALL MANAGEMENT LP crossed $500M in regulatory AUM ($475.2M -> $570.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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