Allocator Index · CRD 297499
SARGENT INVESTMENT GROUP
Bethesda, MD · (202) 580-6400 · sargentinvestmentgroup.com
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
251
Other individuals
145
HNW assets
$1.34B
Total AUM
$1.48B
Employees
18
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| SIG ALTERNATIVES FUND, LP | Private Equity Fund | $9.8M |