Saratoga Management Company LLC

Fee-Only (% of Portfolio)

Saratoga Management Company manages investments for Saratoga Partners IV LP, a private equity fund, and separately managed accounts. Saratoga identifies investment opportunities for the fund and participates in the acquisition, management, monitoring, and disposition of investments. For separately managed accounts, Saratoga invests in debt securities issued by collateralized loan obligation vehicles. Saratoga can tailor its advisory services for separately managed accounts based on client objectives.

Assets Under Management$1.9B
Clients3
AdvisorsN/A
Avg. per Client$640M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Saratoga Management Company manages investments for separately managed accounts, investing in debt securities issued by collateralized loan obligation vehicles. Fees for these accounts are negotiable and vary based on the services requested, including the number of reports and client meetings, the number of investments in the portfolio, the amount of due diligence performed, resources required to comply with investment guidelines, account size, and long-term strategy.

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