SAGE CAPITAL ADVISORS, LLC
Company Profile
| AUM* | 639,317,774 9% |
| of that, discretionary | 557,428,953 -4% |
| Number of Employees | 9 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,115,738 7% |
| High Net Worth | 29.17% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Disclosure Reporting
| 11.E(2) | SRO found rule violation |
| 11.E(3) | SRO found cause of revoked authorization |
| 11.E(4) | SRO disciplined (expelled/suspended/barred) |
Recent News
Reported AUM
581M
498M
415M
332M
249M
166M
83M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Private Funds
No private funds