Investment adviser · CRD 282632

SUGAR MAPLE ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

SISTER BAY, WI, United States · Form ADV filed Mar 11, 2026

Regulatory AUM: $292M
Client accounts: 210
Employees: 3
Advisory professionals: 3

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	42	$220,547,261	75.7%
Individuals	160	$54,780,817	18.8%
Pooled investment vehicles	1	$9,964,920	3.4%
Corporations & businesses	2	$5,994,544	2.1%
Charities	3	$224,693	0.1%

Filing source

Form ADV 2042337 · Mar 11, 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.

CAVU PRIVATE OPPORTUNITY FUND, LLCHedge Fund · Last reported Mar 11, 2026$9.96MGross asset value

Form D fundraising filings

CAVU Private Opportunity Fund, LLC

Fund administrator FORMIDIUM DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WIPFLI LLP LINCOLNSHIRE, Illinois, United States

Custodian NATIONAL FINANCIAL SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Prime broker FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States

Provider details

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

WIPFLI LLP
PCAOB 344

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292

Fund details & source

Fund ID: 805-7441872575
Reported beneficial owners: 12
Minimum commitment: $250K
Form D file number: 021-379214

Form ADV 2042337 · Mar 11, 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: Mar 11, 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 · Hourly · Fixed · Performance-based

Principal office

2580 S BAY SHORE DRIVE, SUITE C
SISTER BAY, WI, 54234, United States

CRD 282632

Filing source

Form ADV 2042337 · Mar 11, 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.