SAAGA, LLC is a boutique registered investment adviser firm with office in Miami, Florida. We provide a wide range of Family Office services to a small and select group of ultra-high net worth client families. SAAGA is organized as a limited liability company under the laws of the State of Florida1. We have been providing family office services since 2002. The Principal Officer of SAAGA is Juan Pablo Martinez-Blat (Chief Executive Officer and Chief Compliance Officer). The following paragraphs describe our services and fees. As used in this brochure, the words “the firm”, "our”, “us” and “we” refer to SAAGA and the words "you", "your" and "client" refer to you as either a client or prospective client of our firm. Also, you may see the term “Associated Person” throughout this Brochure. As used in this Brochure, our Associated Persons are our firm's officers, employees, and all individuals providing investment advice and support on behalf of our firm. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by SAAGA. For information regarding this Disclosure Brochure, please contact Juan Pablo Martinez-Blat (Chief Compliance Officer) at 786-940-3505 or via email to [email protected]. Types of Services SAAGA offers investment advisory and customized family office services to individuals, high net worth individuals, trusts, estates, other business entities, and pooled investment vehicles (each referred to as a “Client”). Besides advisory services, we offer full-fledged Family Office services including but not limited to tactical, governance and educational services designed to advance wealth creation, including the coordination of all required services providers. Our services are designed to help our clients be in control of their wealth, have access to a wide range of financial advice and guidance regarding wealth preserving governance guidelines. A- Advisory Services SAAGA offers non-discretionary fixed-fee advisory services. Our firm provides a broad range of asset allocation, manager selection and investment advisory services on a non-discretionary basis. We do not have the authority to make investment decisions for our clients. After receiving information, advice and recommendations from us, our clients retain the authority and ultimate responsibility for all investment and investment-related decisions, including securities trades, decisions about particular asset allocations and portfolio composition, manager selection, and service provider selection. 1 Organized as a limited liability company (LLC) formed under the laws of the State of Florida. SAAGA was established in 2002 as ONNE CONSULTING PARTNERS, LLC and amended its Articles of Incorporation to rebrand name to SAAGA, LLC in 2018. www.saagawealth.com Page 5 Our investment advisory services start after an extensive assessment of the client’s assets, individual situation, and goals that includes, not only the client’s liquid assets, but also all other assets that impact their wealth and cash flow requirements. Once

the process is completed, SAAGA advises client portfolios in accordance with each client’s investment objectives and, taking into consideration factors such as client’s risk tolerance, time horizon, tax issues, estate planning, liquidity, and cash flow needs. SAAGA’s investment advisory services might include but not limited to: 1. Assessing the client’s situation, needs and goals. 2. Evaluating all the client’s sources of wealth and liquidity. 3. Developing and appropriate global asset allocation. 4. Coordinate appropriate manager selection and investment strategies. 5. Review and report regularly performance and market conditions. 6. Recommend changes as conditions in the market, portfolio, or client’s needs change. B- Selection of Other Advisers and Custodians As part of our services, we may recommend our clients to use the services of a third-party money manager to manage a portion of your investment portfolio. There are several factors that we take into consideration when making our recommendations. They include, but are not limited to their performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We monitor the MM(s)' performance on a regular basis to ensure its management and investment style remains aligned with your investment goals and objectives. SAAGA does not have custody or provide custody services for our client’s assets. Clients select themselves the custodians of their assets. At client’s request, we may recommend a particular “global” or other custodian, but we do not receive any compensation from the custodian or its affiliates for such recommendations. Also, we do not receive compensation from, or have a sales interest in, any manager, fund, or other investment we recommend nor participate in wrap fee programs. C- Family Office Services SAAGA offers its client a complete array of services designed to support the wealth creation process. Family Office Services include but are not limited to:
• Family Office Design & Advisory
• Family Office Outsourcing
• Global Balance Sheet Reporting
• Investment Committee Advisory
• Risk Management Coordination www.saagawealth.com Page 6 D- Tactical and Strategic Services We also provide services directed to enhance the value creation in our clients’ operations. Tactical and strategic services include but are not limited to:
• Growth Strategy Design
• Financial Forecasting & Valuation
• Board of Directors Advisory
• Effective Decision-Making Workshops E- Governance Services At SAAGA we also help our client’s providing guidance and service providers coordination on multiple governance and succession matters. Governance Services include but are not limited to:
• Governance Advisory
• Succession Plan Follow Up
• Estate & Tax Planning Providers Coordination
• Governance Effectiveness Workshops
• Counseling & Conflict Mediation
• Family Council Advisory Client Assets Under Management As of the date of this filing, SAAGA, LLC has approximately $600,579,471.00 in non-discretionary regulatory assets under management. SAAGA does not have assets under management with discretionary powers.