Investment adviser · CRD 297499

SARGENT INVESTMENT GROUP

Investment adviser filing (IA)

SARGENT INVESTMENT GROUP, LLC

BETHESDA, MD, United States · Form ADV filed May 26, 2026

Regulatory AUM: $1.48B
Client accounts: 1,381
Employees: 18
Advisory professionals: 13

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	251	$1,335,148,332	90.5%
Charities	11	$59,642,480	4.0%
Individuals	145	$59,284,775	4.0%
Corporations & businesses	Fewer than 5	$21,723,826	1.5%

Filing source

Form ADV 2100596 · May 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SIG ALTERNATIVES FUND, LPPrivate Equity Fund · Last reported May 26, 2026$9.75MGross asset value

Form D fundraising filings

SIG Alternatives Fund, LP

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian TD BANK DELAWARE, Washington, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

TD BANK
LEI 03D0JEWFDFUS0SEEKG89

Fund details & source

Fund ID: 805-3163804251
Reported beneficial owners: 17
Minimum commitment: $100K
Form D file number: 021-543740

Form ADV 2100596 · May 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

4920 ELM STREET, SUITE 305
BETHESDA, MD, 20814, United States

CRD 297499

Filing source

Form ADV 2100596 · May 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.