Saratoga Capital Management, LLC Email Format
Financial ServicesArizona, United States11-50 Employees
Saratoga Capital Management, LLC is a financial services firm based in Avondale, Arizona, founded in 1994. It operates as a Securities and Exchange Commission-registered investment advisor that focuses on asset allocation strategies and the evaluation of institutional money managers, delivering these services through the mutual fund family it manages, the Saratoga Advantage Trust. The Trust comprises institutionally managed mutual funds designed to provide investors access to professional money management and investment styles typically available to larger investors, with minimum account sizes often ranging from $1 million to $25 million. The firm targets investment firms across the United States as clients, offering asset allocation expertise and manager evaluation to support institutional-like investment approaches for retail investors. The Saratoga Advantage Trust is the vehicle through which these services are offered, enabling access to professional management and style-specific mutual funds.