Chief Investment Officer/managing Member · Sagewood Asset Management LP
Defina Maluki
CRD 4234798 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Sagewood Asset Management LP, an SEC-registered wealth manager based in New York, NY with $2.7 billion in regulatory assets, lists Defina Maluki on its Form ADV as Chief Investment Officer/managing Member, a control person. The SEC filings also name Defina at 1 other registered adviser.
Firms and roles
- Sagewood Asset Management LPChief Investment Officer/managing MemberWealth manager · New York, NY · $2.7B in regulatory assets
- Sagewood Capital Management LLCChief Investment Officer/managing MemberAsset manager · New York, NY · $0M in regulatory assets
AtlasMembers
Defina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David N. TravisChief Compliance Officer/chief Operating Officer/chief Financial Officer, Sagewood Asset Management LP
- William J. BellevilleChairman, Sagewood Asset Management LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Defina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.