SAXON WOODS ADVISORS LLC
PURCHASE, NY · CIK 1132700 · 13F filing filed 2026-08-10
SEC-registered investment adviser since 1999 · limited liability company
- Assets managed$669.6m
- Staff12 · 3 in investment roles
- Main clients (by assets)Charities 66%, High net worth individuals 30%, Individuals 2%
- Websitealpinesaxonwoods.com
- Form ADV · 2026-03-30SEC adviser record
- Kindhedge funds, institutions, futures
- Others nearbyPurchase, NY
- FamilySAXON WOODS ADVISORS LLC · 2 related pages
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.