Saguenay Capital, LLC is a large advisory firm based in Purchase. It manages $623.24 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2005.
Saguenay Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Saguenay Capital, LLC is $623.24 million. The firm's AUM has grown by 173% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Saguenay Capital, LLC 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.
The principal office where Saguenay Capital, LLC performs its advisory services is located at 2 Manhattanville Rd., Purchase, NY 10577 2118, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-729-2411 or by fax 914-729-2421. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at saguenaycap.com.