Alpine Saxon Woods

% of assets managed in Purchase, NY

SEC registeredNo commissions reported

Call (914) 251-0880 Send a message Map ↗

Public-record details

Address: 2500 Westchester Avenue, Suite 300, Purchase, NY 10577
Phone: (914) 251-0880
Listed under: % of assets managed
Legal name: Saxon Woods Advisors LLC
CRD number: 109686
Registration: SEC registered since 1999-10-12
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $669.6 million
Accounts managed: 161
Clients reported (Form ADV 5.D): 158
Individual / high-net-worth clients: 51 / 90
Employees: 12
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

SEC registered investment adviser, CRD 109686, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 109686 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Purchase

Consulting Group Advisory Services LLC2000 Westchester Avenue · Purchase, NY 10577 · (914) 225-1000 · % of assets managedCRD 137463 · % of assets · $9.8 billion AUMSEC registeredNo commissions reported Foresight Global Investors, INC.2900 Westchester Ave., Suite 104 · Purchase, NY 10577 · (914) 253-8809 · % of assets managedCRD 281818 · % of assets · $955.2 million AUMSEC registeredNo commissions reported Greenhaven Associates INCThree Manhattanville Road · Purchase, NY 10577 · (914) 253-9350 · % of assets managedCRD 104729 · % of assets, Performance-based fees · $11.7 billion AUMSEC registeredNo commissions reported Main Street Financial2500 Westchester Ave, Suite 107 · Purchase, NY 10577 · (914) 698-8303 · Financial planningCRD 118130 · % of assets, Hourly charges · $71.1 million AUMSEC registeredNo commissions reported One Oak Capital Management, LLC287 Bowman Ave. · Purchase, NY 10577 · (914) 205-5821 · % of assets managedCRD 170339 · % of assets, Performance-based fees · $418.5 million AUMSEC registeredNo commissions reported Seacrest Investment Management, LLC3000 Westchester Avenue, Suite 206 · Purchase, NY 10577 · (914) 502-1905 · % of assets managedCRD 143670 · % of assets · $110.9 million AUMSEC registeredNo commissions reported Seacrest Wealth Management, LLC3000 Westchester Avenue, Suite 206 · Purchase, NY 10577 · (914) 502-1900 · Financial planningCRD 147092 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported

All 8 in Purchase →