SAGE ADVISORS, LLC
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Company Profile
| As of Date | 09/18/2025 |
| Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 25 -16.67% |
| of those in investment advisory functions | 13 -27.78% |
| AUM* | 924,868,642 36.14% |
| of that, discretionary | 751,150,227 17.53% |
| Private Fund GAV* | 329,177,782 |
| Avg Account Size | 1,328,834 305.02% |
| High Net Worth | 19.68% 30.11% |
| SMA’s | Yes |
| Private Funds | 23 3 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
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
638M
547M
456M
365M
273M
182M
91M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count13 | GAV$119,217,307 |
| Fund TypeReal Estate Fund | Count5 | GAV$41,692,644 |
| Fund TypeOther Private Fund | Count5 | GAV$168,267,831 |