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Insights

Scale opportunity Independent, employee-owned firm managing approximately $3 billion in assets presents a mid-size alternative investment manager with growth potential on both institutional and high-net-worth fronts.

Tech footprint Current tech stack includes web and security foundations (Cloudflare, Sucuri, WordPress, Mimecast) suggesting potential needs for enhanced cyber risk management, data protection, and digital platform optimization.

Asset growth Revenue range ($25M-$50M) alongside a $3B AUM base indicates healthy scale yet room for efficiency improvements, risk analytics expansion, and analytics tooling to support performance across market environments.

Client diversification Serving institutional and high-net-worth clients implies opportunities to tailor offerings, reporting Automation, and regulatory/compliance tooling to strengthen client retention and cross-sell possibilities.

Competitive landscape Operate in a field with peer firms of significant size; positioning services in risk analytics, portfolio construction, or ESG-focused capabilities could help differentiate and capture market trends.

Similar companies to Sagewood Asset Management

Sagewood Asset Management Tech Stack

Sagewood Asset Management uses 8 technology products and services including Sucuri, Cloudflare, WordPress, and more. Explore Sagewood Asset Management's tech stack below.

  • Sucuri
    Content Delivery Network
  • Cloudflare
    Content Management System
  • WordPress
    Content Management System
  • Mimecast
    Email Security
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Sitelinks Search Box
    Web Tools And Plugins

Sagewood Asset Management's Email Address Formats

Sagewood Asset Management uses at least 2 email formats:
Sagewood Asset Management Email FormatsExamplePercentage
First.Last@sagewoodam.comJohn.Doe@sagewoodam.com
58%
FLast@sagewoodam.comJDoe@sagewoodam.com
42%

Frequently Asked Questions

What is Sagewood Asset Management's phone number?

Minus sign iconPlus sign icon You can contact Sagewood Asset Management's main corporate office by phone at
+1-212-231-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sagewood Asset Management's official website and social media links?

Minus sign iconPlus sign iconSagewood Asset Management's official website is sagewoodam.com and has social profiles on LinkedIn.

How much revenue does Sagewood Asset Management generate?

Minus sign iconPlus sign icon As of August 2026, Sagewood Asset Management's annual revenue is estimated to be $25M - $50M.

What is Sagewood Asset Management's NAICS code?

Minus sign iconPlus sign iconSagewood Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sagewood Asset Management have currently?

Minus sign iconPlus sign iconAs of August 2026, Sagewood Asset Management has approximately 10 employees across 1 continents, including North America. Key team members include Chief Operating Officer And Chief Financial Officer: S. D. Explore Sagewood Asset Management's employee directory with LeadIQ.

What industry does Sagewood Asset Management belong to?

Minus sign iconPlus sign iconSagewood Asset Management operates in the Investment Management industry.

What technology does Sagewood Asset Management use?

Minus sign iconPlus sign iconSagewood Asset Management's tech stack includes Sucuri, Cloudflare, WordPress, Mimecast, Font Awesome, jQuery, Google Maps and Sitelinks Search Box.

What is Sagewood Asset Management's email format?

Minus sign iconPlus sign iconSagewood Asset Management's email format typically follows the pattern of First.Last@sagewoodam.com. Find more Sagewood Asset Management email formats with LeadIQ.

When was Sagewood Asset Management founded?

Minus sign iconPlus sign iconSagewood Asset Management was founded in 2015.
Sagewood Asset Management logo

Sagewood Asset Management

Investment ManagementNew York, United States2-10 Employees

Sagewood Asset Management is an independent, employee-owned firm that specializes in alternative investments. Established in 2015, the company aims to deliver long-term value for clients across a range of market environments. It manages assets on behalf of institutional and high-net-worth clients.

Based in New York City, Sagewood operates with a compact team. In the investment management landscape, the firm serves sophisticated investors seeking diversification through alternative strategies.

Section iconCompany Overview

Phone number
+1-212-231-****
Website
sagewoodam.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • $25M - $50M

    Sagewood Asset Management's revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Chief Operating Officer And Chief Financial Officer at Sagewood Asset Management
    S. D.
    Chief Operating Officer And Chief Financial Officer
    Mobile Phone

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