S
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2010
- Office Locations
- 1
Office Locations
-- Salem MA
About Sail Loft Capital Management LLC
Sail Loft Capital Management LLC is a Salem-based RIA. The firm has been operating for 16 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ERIC ROBERT HUNDAHL
Chief Compliance Officer, Chief Investment Officer, Manager
- CRD
- #1975875
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,968,485 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,968,485 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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