S
Sail Loft Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,968,485
Total clients
6
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,828,081
About
Sail Loft Capital Management LLC is a state‑registered, single‑advisor investment firm that provides discretionary portfolio management to individuals, high‑net‑worth individuals and their related trusts and estates, managing approximately $10,968,485 as of 12/31/2025 across six client accounts. The firm generally requires a $1,000,000 minimum to open an account (negotiable in certain cases) and does not target non‑high‑net‑worth retail clients.
SLCM follows an opportunistic investment approach that blends fundamental and macroeconomic analysis with technical analysis to identify attractive sectors and entry/exit points, and offers portfolios ranging from conservative to aggressive with the option to remain fully in cash when opportunities are lacking. Portfolios may include individual stocks and bonds, mutual funds, ETFs and option contracts (the firm limits options to positions with fixed downside risk), and all accounts are managed on a discretionary basis.
Distinctive features in the brochure include the firm’s explicit acknowledgment of ERISA fiduciary status when advising on retirement plan accounts or IRAs and a discussion of rollover conflicts, reflecting a level of retirement‑plan advisory activity that is less common among independent solo advisers. SLCM also discloses that it does not vote client proxies (clients retain that responsibility) and warns that aggressive mandates may be concentrated in a small number of securities or a single sector, increasing volatility.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% to 1.50% annually, depending on portfolio type
Account minimum: $1,000,000
Main office location
Sail Loft Capital Management LLC
Salem MA, United States
Number of offices
1
Most active in
Sail Loft Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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