SAX Wealth Advisors, LLC
Parsippany, NJ · CRD 119193
Private equity manager
SAX Wealth Advisors, LLC is an SEC-registered investment adviser based in Parsippany, NJ that reports managing 1 private fund on Form ADV, including 1 private equity fund. It reports $3.6 billion in regulatory assets under management. Its private funds hold $19.3 million in gross assets.
- Regulatory assets under management
- $3.6 billionForm ADV Item 5.F
- Gross assets of private funds
- $19.3 millionAll private fund types, Form ADV
- Private funds managed
- 1PE 1 · VC 0 · hedge 0
- Employees
- 39Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 119193
- Latest Form ADV
- 10/28/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
SAX Strategic Income Fund LP
West Conshohocken, PAEmerging
First saleJul 2025
Raised$20.4M
Investors35
Minimum$100K
Offering506(b)
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