Investment adviser · CRD 327015
SAAGA
Investment adviser filing (IA)
SAAGA, LLC
MIAMI, FL, United States · Form ADV filed Aug 26, 2026
- Regulatory AUM
- $717M Form ADV · Item 5.F
- Client accounts
- 565 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 22 | $717,466,443 | 100.0% |
Filing source
Form ADV 2128572 · Aug 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1221 BRICKELL AVENUE, SUITE 2410MIAMI, FL, 33131, United States
CRD 327015
Filing source
Form ADV 2128572 · Aug 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.