Sagewood Asset Management Lp
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 255
- Avg AUM / client
- $10.6M
- Accounts
- 255
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 232 | $2.4B | 88.6% |
| Corporations and other businesses | 21 | $285M | 10.6% |
| Other | 2 | $23.7M | 0.88% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Belleville, William, James | Chairman | Dec 2016 (10y) | 10% – 25% | |
| Maluki, Defina | Chief Investment Officer/Managing Member | Dec 2016 (10y) | 75% or more | |
| Travis, David, Neil | Chief Compliance Officer/Chief Operating Officer/Chief Financial Officer | Dec 2016 (10y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Stifel, Nicolaus & Company, Incorporated $888M (33% of AUM) Mar 2026
- Morgan Stanley $841M (31% of AUM) Mar 2026
- Pershing $340M (13% of AUM) Mar 2026
- J.P. Morgan $279M (10% of AUM) Mar 2025
- Fidelity Brokerage Services $124M (6% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗