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- Custodian
- JP Morgan · Morgan Stanley · Pershing · Stifel · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-2015
- Office Locations
- 1
Office Locations
About Sagewood Asset Management LP
Sagewood Asset Management is an employee-owned alternative investment firm with two decades of data-driven derivatives expertise. It manages absolute return and customized, tax-aware solutions for institutional and private wealth clients, using options/volatility and multi-asset hedging plus quantitative equity overlays to target after-tax outcomes, income, and risk mitigation. Built on a proprietary data and infrastructure platform and distributed via partnerships with major global wealth firms.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
DEFINA MALUKI
Chief Investment Officer, Managing Member, Managing Partner
- CRD
- --
- Ownership
- 75% or more
WILLIAM JAMES BELLEVILLE
Chairman, Chief Operating Officer
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,700,678,017 | $10,590,894 |
| Non-Discretionary | $0 | -- |
| Total | $2,700,678,017 | $10,590,894 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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