AltMountain

Sargent Investment Group

Bethesda, MD · CRD 297499
Private equity manager

Sargent Investment Group is an SEC-registered investment adviser based in Bethesda, MD that reports managing 1 private fund on Form ADV, including 1 private equity fund. It reports $1.5 billion in regulatory assets under management. Its private funds hold $9.8 million in gross assets.

Regulatory assets under management
$1.5 billionForm ADV Item 5.F
Gross assets of private funds
$9.8 millionAll private fund types, Form ADV
Private funds managed
1PE 1 · VC 0 · hedge 0
Employees
18Form ADV Item 5.A
Registration
SEC-registered adviserCRD 297499
Latest Form ADV
05/26/2026Disciplinary disclosures: none reported

Private equity funds filing Form D (1)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures