ACTIVUM SG GLOBAL ADVISORS LLC
Adviser information for ACTIVUM SG GLOBAL ADVISORS LLC last updated from Form ADV on June 20th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1 | $1.7B |
| Total | 1 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $1.7B |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-120177 |
|---|---|
| SEC ERA File Number | 801-120177 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311381 |
| Legal Entity Identifier | None |
Principal Office
300 PANTIGO PLACESUITE 109
EAST HAMPTON
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: (212) 300-3103, Fax: None
Chief Compliance Officer
SAUL GOLDSTEIN
OWNER AND PRESIDENT
300 PANTIGO PLACE
SUITE 109
EAST HAMPTON
NY
United States
Tel:
(212) 300-3103
Industry Affiliates
| ACTIVUM SG ADVISORY GMBH | Other investment adviser, including financial planners |
| ACTIVUM SG CAPITAL MANAGEMENT LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ACTIVUM SG GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ACTIVUM SG IBERIA ADVISORS, S.L. | Other investment adviser, including financial planners |
| ACTIVUM SG UK ADVISORS LIMITED | Other investment adviser, including financial planners |
| ACTIVUM SG VI FOUNDER PARTNER L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ACTIVUM SG VII FP GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND I A L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND I B LP | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND I C LP | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND II LP | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND III L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND V L.P. AND ACTIVUM SG FUND V SR CO-INVESTMENT L.P. AND ACTIVUM IMMO STRATEGIC INVESTOR L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND VI L.P. AND ACTIVUM SG VI PA CO-INVESTMENT L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG FUND VII LP | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG IBERIA FUND I LP | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG IBERIA I FOUNDER PARTNER L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG II FOUNDER PARTNER L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG III FOUNDER PARTNER L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF ACTIVUM SG V FOUNDER PARTNER L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOLDSTEIN, SAUL, ABRAM | Individual | – | OWNER, CHIEF COMPLIANCE OFFICER AND PRESIDENT | 10/2020 | > 75% |