Saluda Grade Asset Management Llc
- Regulatory AUM
- $5.8B
- Discretionary
- $5.4B
- Clients
- 15
- Avg AUM / client
- $388M
- Accounts
- 17
- Employees
- 51
AUM over time
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $294M | 5.05% |
| Pooled investment vehicles (non-investment companies) | 15 | $4.7B | 80.6% |
| Insurance companies | Fewer than 5 clients | $836M | 14.4% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $2.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Saluda Grade Tactical Credit Holdings Llc master | Hedge Fund | Delaware | $2.1B | 2 |
| Saluda Grade Opportunities Fund Lp | Hedge Fund | Delaware | $406M | 6 |
| Saluda Grade Alternative Lending & Fintech Growth Fund I Lp | Venture Capital Fund | Delaware | $58.6M | 69 |
| Saluda Grade Alternative Lending & Fintech Growth Fund Ii Lp | Private Equity Fund | Delaware | $43.3M | 39 |
| Saluda Grade Provenance Fund Lp | Private Equity Fund | Delaware | $1.7M | 52 |
| Saluda Grade Income Master Fund Ltd master | Hedge Fund | Cayman Islands | $0 | 0 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brennan, Brian, E | Portfolio Manager | Jun 2019 (7y) | Less than 5% | |
| Carr, Timothy, Edward | Cio | Jun 2019 (7y) | Less than 5% | |
| Craft, Ryan, Joseph | Chief Executive Officer | Jun 2019 (7y) | ≈ 42.19% – 100% via Saluda Grade Investments, Llc | |
| Box, Deborah, Lynn | Cco | Aug 2022 (4y) | Less than 5% | |
| Steltzer, David, Nmn | Cfo | Aug 2023 (3y) | Less than 5% | |
| Aguilar, Adolfo | Cto | Feb 2024 (3y) | Less than 5% | |
| Hanna, Robert, Richard | Coo | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Saluda Grade Holdings Llc | Member | Jun 2021 | A | 75% or more |
| Saluda Grade Investments, Llc | Member | Jun 2021 | B | ≈ 56.25% – 100% via Saluda Grade Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Craft, Ryan, Joseph: 75% – 100% of Saluda Grade Investments, Llc × 75% – 100% of Saluda Grade Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Saluda Grade Investments, Llc: 75% – 100% of Saluda Grade Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $2.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Saluda Grade Tactical Credit Holdings Llc | Hedge Fund | $2.1B | $500K | 2 |
| Saluda Grade Opportunities Fund Lp | Hedge Fund | $406M | $250K | 6 |
| Saluda Grade Alternative Lending & Fintech Growth Fund I Lp | Venture Capital Fund | $58.6M | $250K | 69 |
| Saluda Grade Alternative Lending & Fintech Growth Fund Ii Lp | Private Equity Fund | $43.3M | $500K | 39 |
| Saluda Grade Provenance Fund Lp | Private Equity Fund | $1.7M | $100K | 52 |
| Saluda Grade Income Master Fund Ltd | Hedge Fund | $0 | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 3.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CONSULTING FEES AND SECURITIZATION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗