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Chairman · Sagewood Asset Management LP

William J. Belleville

CRD 2685437 · 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 William J. Belleville on its Form ADV as Chairman. The SEC filings also name William at 1 other registered adviser.

Firms and roles

AtlasMembers

William’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
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Defina MalukiChief Investment Officer/managing Member, Sagewood Asset Management LP
  • David N. TravisChief Compliance Officer/chief Operating Officer/chief Financial Officer, 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.