Sgm Fund Management LLC (New York)

Sgm Fund Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sgm Fund Management: assets under management

The assets under management (AUM) of Sgm Fund Management LLC is $431.3 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $431.3 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $431.3 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sgm Fund Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in New York

The principal office where Sgm Fund Management LLC performs its advisory services is located at 1165 Park Avenue, #12 B, New York, NY 10128, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-831-9990 or by fax 212-996-9982. The normal business hours are 9-5 on Monday - Friday.

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