Saugatuck Energy, LLC is a large advisory firm based in Southport. It manages $275.54 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut, Massachusetts, and Texas.
Saugatuck Energy provides 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 Saugatuck Energy, LLC is $275.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% 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 Saugatuck Energy, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Saugatuck Energy, LLC performs its advisory services is located at 354 Pequot Avenue, Southport, CT 06890, which is also the mailing address of the firm. An additional office of the firm is in Edgartown, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203.292.2600 or by fax 203.292.2601. The normal business hours are 9:00 - 5:00 on Monday - Friday.