Sargent Investment Group | Fund Manager

Fund Manager

Sargent Investment Group

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SG

Sargent Investment Group

Fund Manager

Primary Strategy: Private Equity

Number of Employees: 15

Ownership: Partnership

Year End: December

Description

The Sargent Investment Group manages over $1billion in assets for approximately 235 families. Our team coordinates a comprehensive range of integrated financial services in support of reaching financial goals. Sargent Investment Group, LLC (“SIG”) is a registered investment advisor. SIG provides investment advisory and related services for clients nationally. SIG will maintain all applicable regi

Contact

Website: Link to website

LinkedIn: linkedin.com/company/sargentinvestmentgroup

Address

4920 Elm Street, Suite 305, Bethesda, Maryland, United States

Date

As of: September 30, 2025

Overview
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Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Details

Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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