SAGEHALL MANAGEMENT LP
Adviser information for SAGEHALL MANAGEMENT LP last updated from Form ADV on March 28th, 2024. 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 10 |
| 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 | 3 | $570.6M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $570.6M |
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 | 3 | $570.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126306 |
|---|---|
| SEC ERA File Number | 801-126306 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314770 |
| Legal Entity Identifier | None |
Principal Office
330 MADISON AVENUESUITE 200
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 917-671-9690, Fax: None
Chief Compliance Officer
KATHRYN GOLDBERGER
GENERAL COUNSEL
330 MADISON AVENUE
SUITE 200
NEW YORK
NY
United States
Tel:
646-771-7067
O*********@*******************M
(Full email address available in API data)
Regulatory Contact
LANHEE YUNG
FOUNDING PARTNER
330 MADISON AVENUE
SUITE 200
NEW YORK
NY
United States
Tel:
310-902-2390
O*********@*******************M
(Full email address available in API data)
Industry Affiliates
| SAGEHALL FUND I GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SAGEHALL FUND II GP LLC | 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 |
|---|---|---|---|---|---|
| YUNG, LANHEE, CHAI | Individual | – | FOUNDING PARTNER | 10/2020 | < 5% |
| FIELDS, JEFFREY, RYAN | Individual | – | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER | 10/2020 | < 5% |
| PERKINS, ROSA, HYUN | Individual | – | MANAGING DIRECTOR OPERATIONS | 10/2020 | < 5% |
| SAGEHALL MANAGEMENT GP LLC | Domestic Entity | – | GENERAL PARTNER | 10/2020 | < 5% |
| SAGEHALL HOLDINGS LLC | Domestic Entity | – | OWNER | 10/2020 | > 75% |
| SENA HOLDINGS LLC | Domestic Entity | SAGEHALL HOLDINGS LLC | OWNER | 10/2020 | 50-75% |
| YUNG, LANHEE, CHAI | Individual | SENA HOLDINGS LLC | OWNER | 10/2020 | 50-75% |
| SUTOR HOLDINGS LLC | Domestic Entity | SAGEHALL HOLDINGS LLC | OWNER | 10/2020 | 50-75% |
| TORGALKAR, SUSHEEL, SUDHIR | Individual | – | FOUNDING PARTNER | 10/2020 | < 5% |
| TORGALKAR, SUSHEEL, SUDHIR | Individual | SUTOR HOLDINGS LLC | OWNER | 10/2020 | 50-75% |
| SST IRREVOCABLE TRUST | Domestic Entity | SUTOR HOLDINGS LLC | OWNER | 10/2020 | 50-75% |
| TORGALKAR, SOHITA | Individual | SST IRREVOCABLE TRUST | TRUSTEE | 10/2020 | |
| Goldberger, Kathryn, Altomonte | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |