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Sag Harbor Capital Management, LLC
SAG HARBOR CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser in GREAT NECK, NY, registered since 2015. The firm manages approximately $427...
Sag Harbor Capital Management, LLC
SAG HARBOR CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser in GREAT NECK, NY, registered since 2015. The firm manages approximately $427 million in assets. It has 13 employees and 9 investment advisers.
General information
Firm type
Asset Manager
Year founded
2005
Location
Region
North America
Country
United States
City
Great Neck
Corporate office
Greenwich, CT, United States
Principals
Jonathan Lieberman
Chief Investment Officer
Michael Goldstein
Chief Executive Officer
Sector focus
Frequently asked questions
How does Sag Harbor source proprietary deal flow?
Sag Harbor relies on a network of relationships with banks, brokers, and institutional partners to source middle-market real estate and credit deals. The firm does not operate a large origination team or a public deal-sourcing platform, instead pursuing select opportunities where it can add underwriting or structuring expertise.
Does Sag Harbor participate in fund commitments or only direct deals?
Sag Harbor structures its capital deployment through a mix of direct investments and commingled funds. In 2023, the firm closed a $200 million credit fund for commercial real estate bridge lending, demonstrating its capacity to pool LP capital for a specific strategy. The firm also executes separate-account mandates for select clients.
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