Private fund adviser · New York, NY
Saluda Grade Asset Management LLC
SEC-registered investment adviser · CRD 304725 · SEC 801-126280
At a glance
Saluda Grade Asset Management LLC is an SEC-registered investment adviser based in New York, New York, with $5.8 billion in regulatory assets under management as of its Form ADV filed June 22, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 891st of 4,686 private fund advisers and 1,903rd of 17,210 SEC-registered advisers by assets.
Main office 646-974-8560saludagrade.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.8B
- Rank among private fund advisers
- #891 of 4,686
- Rank among all SEC RIAs
- #1,903 of 17,210
- Rank in New York
- #494 of 2,591
- Clients
- 15
- Accounts
- 17
- Discretionary
- 93% of AUM
- Employees
- 51
- Advisory staff
- 19
- Offices
- 4
Owners and executives on its Form ADV
- Ryan J. CraftChief Executive Officer
- Timothy E. CarrCo-Chief Investment Officer
- Brian E BrennanPortfolio Manager
- Deborah L. BoxChief Compliance Officer
- Adolfo AguilarChief Technology Officer
- Robert R. HannaChief Operating Officer, Chief Financial Officer
- Patrick LoCo-Chief Investment Officer
Custody and brokerage
Custodian
Saluda Grade Asset Management LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 15 | $4.7B | 81% |
| Insurance companies | – | $836M | 14% |
| Banking or thrift institutions | – | $294M | 5% |
Private funds
Saluda Grade Asset Management LLC reports 9 private funds with $3.7B in gross assets: hedge funds, private equity funds, venture capital funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Saluda Grade Asset Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗saludagrade.com ↗
AtlasMembers
The full record on Saluda Grade Asset Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 1,275 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Saluda Grade Asset Management LLC manage?
Saluda Grade Asset Management LLC reports $5.8 billion in regulatory assets under management across 17 accounts, 93% of it on a discretionary basis, on its Form ADV filed June 22, 2026.
What kind of firm is Saluda Grade Asset Management LLC?
Saluda Grade Asset Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Saluda Grade Asset Management LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($4.7 billion, 15 clients); insurance companies ($836 million); banking or thrift institutions ($294 million).
Does Saluda Grade Asset Management LLC manage private funds?
Yes. It reports 9 private funds with $3.7 billion in gross assets, including hedge funds, private equity funds, venture capital funds, other private funds.
Does Saluda Grade Asset Management LLC have any disciplinary history?
Saluda Grade Asset Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Saluda Grade Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →