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| Pacific Sage Partners LLC
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|---|---|
| CRD # | 315663 |
| SEC # | 801-122834 |
| CIK # | 0001936845 |
| AUM | 986.3 M (2026-03-04) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 206-533-0500 |
| Address | 505 5th Avenue South Edmonds, WA 98020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 69.9 | ||
| Amazon Com Inc | 13.5 | ||
| Sprott Physical Gold Trust | 11.6 | ||
| Sprott Physical Silver Trust | 11.1 | ||
| Sprott Physical Gold & Silver Trust | 9.3 | ||
| Apple Inc | 8.6 | ||
| Costco Wholesale Corp /NEW | 6.8 | ||
| Nvidia Corp | 5.1 | ||
| Alphabet Inc | 3.6 | ||
| Applied Materials Inc /DE | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582 | 189.3 |
| (b) Individuals (high net worth individuals) | 222 | 756.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 12.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 27.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,482 | 986.3 |
| By Discretionary | ||
| Discretionary | 2,465 | 985.5 |
| Non-Discretionary | 17 | 0.8 |
| Total | 2,482 | 986.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 986.3 | |
| Total | 2,482 | 986.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001936845] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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