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SAGEWOOD CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 339800 · IAPD ↗ · sagewoodam.com · 212-231-8777

$0Regulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — SAGEWOOD CAPITAL MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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