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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2023
- Office Locations
- 1
Office Locations
About Saaga
SAAGA Wealth is a Family Enterprise Advisory firm providing single-family-office style services spanning family office, family business, and family wealth. The team helps families coordinate portfolio construction and planning across liquid assets, real estate, direct investments, real assets, and the family business, and supports governance for boards, investment committees, and family councils, informed by behavioral science to align financial and "emotional" wealth.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Juan Pablo Martinez-Blat
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #7745735
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Federico Colombo
--
- CRD
- #8219959
Mateo Laresgoiti
--
- CRD
- #8220454
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $717,466,443 | $1,269,852 |
| Total | $717,466,443 | $1,269,852 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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