SAGE ADVISORS, LLC

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Company Profile

As of Date:

09/17/2024

Adviser Type:

- Large advisory firm
- Related adviser

Number of Employees:

30

of those in investment advisory functions:

18

AUM:

965,122,308 44.41%

of that, discretionary:

688,448,150 7.89%

Private Fund GAV:

295,368,392 -0.15%

Avg Account Size:

1,446,960 341.27%

% High Net Worth:

17.69% 19.74%

SMA’s:

YES

Private Funds:

21 5

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
638M 547M 456M 365M 273M 182M 91M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

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03/24/2021

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'Confusion and mistrust': Government urged to publish data behind its plans to end lockdown citing 'lack of transparency'
03/15/2021

“We are certainly not calling for Sage advisors to be silenced, but for some expectations to be laid about the appropriate way to communicate”, the report said. It proposed that fresh ...

telegraph.co.uk


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 17 $150,343,145
Other Private Fund 4 $145,025,247

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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