Investment adviser · CRD 323239
SAGOL ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Nov 17, 2023
- Regulatory AUM
- $34.3M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $34,300,000 | 100.0% |
Filing source
Form ADV 1800591 · Nov 17, 2023 · 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: Nov 17, 2023. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
88 PINE STREET, SUITE 2240NEW YORK, NY, 10005, United States
CRD 323239
Filing source
Form ADV 1800591 · Nov 17, 2023 · 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.