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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Sage Partners LLC
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| CRD # | 315663 |
| SEC # | 801-122834 |
| CIK # | 0001936845 |
| AUM | $857.8 M (2025-03-04) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 206-533-0500 |
| Address | 505 5th Avenue South Edmonds, WA 98020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001936845 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 94.7 | ||
| Amazon Com Inc | 14.1 | ||
| Sprott Physical Gold & Silver Trust | 8.3 | ||
| Sprott Physical Gold Trust | 8.1 | ||
| Apple Inc | 6.7 | ||
| Costco Wholesale Corp /NEW | 6.7 | ||
| Sprott Physical Silver Trust | 5.5 | ||
| Adobe Systems Inc | 4.0 | ||
| Oracle Corp | 3.9 | ||
| Nvidia Corp | 3.8 | ||
| Starbucks Corp | 3.3 | ||
| Palo Alto Networks Inc | 2.6 | ||
| Tesla Motors Inc | 2.6 | ||
| Alphabet Inc | 2.1 | ||
| Deere & Co | 2.1 | ||
| F5 Networks Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 596 | 186.0 |
| (b) Individuals (high net worth individuals) | 204 | 636.4 |
| (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 | 10 | 8.3 |
| (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 | 23 | 27.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,369 | 857.8 |
| By Discretionary | ||
| Discretionary | 2,346 | 856.4 |
| Non-Discretionary | 23 | 1.4 |
| Total | 2,369 | 857.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 857.8 | |
| Total | 2,369 | 857.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001936845] |
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|---|---|---|
|
Beard Investment Services Inc
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OH | 0.9 |
|
MBE Wealth Management LLC
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WI | 0.9 |
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TFB Advisors LLC
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KS | 0.9 |
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Roehl & YI Investment Advisors LLC
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OR | 0.9 |
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Folger Nolan Fleming Douglas Incorporated
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DC | 0.9 |
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MEOW Advisory LLC
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0.9 | |
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Jackson Wealth Management LLC
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FL | 0.9 |
|
Auxier Asset Management LLC
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OR | 0.9 |
|
Verita Strategic Wealth Partners LLC
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0.9 | |
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Blue Bell Private Wealth Management LLC
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PA | 0.9 |