Sagam Capital Management Corp. (New York)

Sagam Capital Management Corp. is a large advisory firm based in New York. It manages $40 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.

Sagam Capital Management Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sagam Capital Management Corp: assets under management

The assets under management (AUM) of Sagam Capital Management Corp. is $40 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.22 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sagam Capital Management Corp. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sagam Capital Management Corp.

Yehuda Shiv has been acting as President since 1 Jun 1989. Jennifer Ivcher joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yehuda Shiv	President	1 Jun 1989	75% - 100%	4365285
Jennifer Ivcher	Shareholder	1 Jun 1989	Other	4365691

Based in New York

The principal office where Sagam Capital Management Corp. performs its advisory services is located at 500 Fifth Avenue Suite 1850, New York, NY 10110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.