Firm profile

SADDLE POINT MANAGEMENT, L.P.

NEW YORK, NYCRD 329856Latest ADV April 8, 2026

Saddle Point Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated April 8, 2026, reports $857M in regulatory assets under management, 5 employees, and 2 accounts.

Assets Under Management
$857M
Employees
5
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
1325 AVENUE OF THE AMERICAS, SUITE 2103, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORoy J. Katzovicz
CCOSuzanne B. Curl

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$857Mas of April 8, 2026
Discretionary100.0%
$857M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$857M
Total Accounts2
10Y AUM Change+$784M (+1070.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee0:1
10Y Employee Change-1 (-16.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.