SEC Form ADV

SACAJAWEA & COMPANY, LLC

Firm profile: Sacajawea & Company — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$116.1M
Assets Under Management
20
Total Clients
1
Employees
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Registration Details

Accession
CRD-109604
Filing Date
March 30, 2026
AUM
$116.1M
Total Clients
20
Institutional Clients
2
Employees
1
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable Organizations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $45.4M in combined gross assets.

  • SACAJAWEA FUND, LIMITED PARTNERSHIPOther Private Fund$45.4M

About this Adviser

SACAJAWEA & COMPANY, LLC is a registered investment adviser, managing approximately $116.1M in assets across 20 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.