Sagewood Asset Management Lp

Sagewood Asset Management LP, established in Delaware, is a financial advisor firm with $2,680 million in regulatory assets under management as of December 31, 2024. Specializing in alternative investments, Sagewood offers discretionary investment management services across equities, fixed income, and derivatives. The firm participates in wrap fee programs with major financial institutions, managing accounts on a discretionary basis. Management fees are typically up to 2.00% annually, with negotiable terms and the ability to reduce or waive fees at the firm's discretion. Clients may also incur performance-based fees of up to 20% of net realized and unrealized gains. Sagewood emphasizes long-term value and employs quantitative models for investment decisions. Clients must meet a minimum account size of $2,500,000, subject to waiver based on various criteria. The firm discloses risks associated with its investment strategies, including model risk, leverage, market events risk, and cybersecurity concerns. Sagewood exercises investment discretion for most accounts, striving for equitable transaction allocation among clients. The firm votes proxies in clients' best interests and does not require prepayment of fees exceeding six months in advance. For more details, clients can access additional information on the SEC's website.