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SAG HARBOR CAPITAL MANAGEMENT, LLC

60 Cutter Mill Road
Suite 601
Great Neck, New York 11021
Tel: 212-684-2283

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About SAG HARBOR CAPITAL MANAGEMENT, LLC

SAG HARBOR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SAG HARBOR CAPITAL MANAGEMENT, LLC. The firm was established in 07/01/2015. They have over 1 offices throughout the country.

SAG HARBOR CAPITAL MANAGEMENT, LLC is a Great Neck, New York based Financial Planning firm with nearly $448,376,590 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#161490
SEC#801-100439
Assets Managed by Firm$448,376,590
No. of Clients2
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total2$448,376,590

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