SAGE ADVISORS, LLC
Company Profile
| AUM* | 941,279,581 -2% |
| of that, discretionary | 901,985,460 31% |
| Private Fund GAV* | 357,051,114 13% |
| Avg Account Size | 1,318,319 28% |
| High Net Worth | 20.98% 19% |
| SMA’s | Yes |
| Private Funds | 24 3 |
Adviser Type
- Related adviser
Number of Employees 29 -3%
of those in investment advisory functions 16 -11%
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Recent News
Reported AUM
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FORVIS MAZARS, LLP | Filing Date11/20/2025 | Form ADV-E View Report |
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypePrivate Equity Fund | Count13 | GAV$124,798,864 |
| SEC Fund TypeReal Estate Fund | Count5 | GAV$46,461,445 |
| SEC Fund TypeOther Private Fund | Count6 | GAV$185,790,805 |