Sargasso Partners is establishing a wealth management platform to manage investments for a small group of US families, as well as an Alternative Investment Fund (AIF) for US and non-US citizens. The firm will invest in public and private markets for both its wealth management business and the Fund, across multiple asset classes like equity, fixed income, and real estate. Sargasso Partners does not offer its services to retail investors.
Assets Under Management$150M
Clients4
AdvisorsN/A
Avg. per Client$37M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.