SAGEWELL INVESTMENT ADVISORS, LLC
  • SAGEWELL INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date 09/15/2023
Registration status Terminated
ADV Location CAMBRIDGE, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 224,000
of that, discretionary 224,000 100%
Number of Employees 10 900%
of those in investment advisory functions 4 100%
Private Fund GAV* 0
Avg Account Size 8,615
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

224K 192K 160K 128K 96K 64K 32K
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PREMIUM 72 CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM10.0m #Funds-
Adviser ZINVEST FINANCIAL SERVICE LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM23.5m #Funds-
Adviser T. ROWE PRICE ADVISORY SERVICES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM5.9b #Funds-
Adviser SENIOR FINANCIAL AND REALTY ASSOC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM40.7m #Funds-
Adviser BERKSHIRE ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM97.1m #Funds-
Adviser NATIONWIDE INVESTMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM16.7b #Funds-
Adviser EMPOWER ADVISORY GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM195.4b #Funds-
Adviser VALIC FINANCIAL ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM29.2b #Funds-
Adviser WEALTHFRONT ADVISERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM47.7b #Funds-
Adviser OPPENHEIMER ASSET MANAGEMENT Hedge Fund68.1m Liquidity Fund- Private Equity Fund14.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV82.6m AUM21.3b #Funds3