Sagehall Management Lp
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 5
- Avg AUM / client
- $254M
- Accounts
- 5
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $1.3B | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fields, Jeffrey, Ryan | Managing Director And Chief Financial Officer | Oct 2020 (6y) | Less than 5% | |
| Perkins, Rosa, Hyun | Managing Director Operations | Oct 2020 (6y) | Less than 5% | |
| Torgalkar, Sohita | Trustee | Oct 2020 (6y) | GP / trustee / elected manager of Sst Irrevocable Trust (indirect) | |
| Torgalkar, Susheel, Sudhir | Founding Partner | Oct 2020 (6y) | ≈ 18.75% – 56.25% via Sutor Holdings Llc | |
| Yung, Lanhee, Chai | Founding Partner | Oct 2020 (6y) | ≈ 18.75% – 56.25% via Sena Holdings Llc | |
| Goldberger, Kathryn, Altomonte | General Counsel And Chief Compliance Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sagehall Holdings Llc | Owner | Oct 2020 | A | 75% or more |
| Sagehall Management Gp Llc | General Partner | Oct 2020 | A | Less than 5% |
| Sena Holdings Llc | Owner | Oct 2020 | B | ≈ 37.5% – 75% via Sagehall Holdings Llc |
| Sutor Holdings Llc | Owner | Oct 2020 | B | ≈ 37.5% – 75% via Sagehall Holdings Llc |
| Sst Irrevocable Trust | Owner | Oct 2020 | B | ≈ 18.75% – 56.25% via Sutor 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):
- Torgalkar, Susheel, Sudhir: 50% – 75% of Sutor Holdings Llc × 50% – 75% of Sagehall Holdings Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Yung, Lanhee, Chai: 50% – 75% of Sena Holdings Llc × 50% – 75% of Sagehall Holdings Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Sena Holdings Llc: 50% – 75% of Sagehall Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Sutor Holdings Llc: 50% – 75% of Sagehall Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Sst Irrevocable Trust: 50% – 75% of Sutor Holdings Llc × 50% – 75% of Sagehall Holdings Llc × 75% – 100% direct ≈ 18.75% – 56.25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.07 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
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗