Overview
Assets Under Management: $296 million
High-Net-Worth Clients: 268
Average Client Assets: $1 million
Frequently Asked Questions
SAGE CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108547), SAGE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SAGE CAPITAL MANAGEMENT LLC serves 268 high-net-worth clients according to their SEC filing dated November 11, 2024. View client details ↓
According to their SEC Form ADV, SAGE CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
SAGE CAPITAL MANAGEMENT LLC manages $296 million in client assets according to their SEC filing dated November 11, 2024.
According to their SEC Form ADV, SAGE CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.99
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 333
Discretionary Accounts: 327
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 108547
Last Filing Date: 2024-11-11 00:00:00
Website: https://sageny.com