55 Railroad Avenue
1st Floor
Greenwich, Connecticut 06830
Tel: 203-625-4200
SAGEVIEW CAPITAL LP, formally registered with the SEC as SAGEVIEW CAPITAL LP. The firm was established in 03/12/2012. They have over 2 offices throughout the country.
SAGEVIEW CAPITAL LP is a Greenwich, Connecticut based Financial Planning firm with nearly $2,098,395,457 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 27 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159560 |
| SEC# | 801-73568 |
| Assets Managed by Firm | $2,098,395,457 |
| No. of Clients | 16 |
| No. of Advisors | 27 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $2,098,395,457 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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