Sgcp Advisors LLC is a large advisory firm based in Stamford. It manages $162.19 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.
Sgcp Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sgcp Advisors LLC is $162.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sgcp Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Chris Cesare Casciato has been acting as President since 1 Jan 2015. Sgcp Holdco Llc joined the executive team most recently as the Sole Shareholder.
The principal office where Sgcp Advisors LLC performs its advisory services is located at One Dock Street, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-355-6100 or by fax 203-355-6169. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at sgcp.com.