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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Advisory Services Ltd Co
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|---|---|
| CRD # | 106236 |
| SEC # | 801-52937 |
| CIK # | 0001534378 |
| AUM | $25.0 B (2025-03-28) |
| Employees | 58 (64% Investors, 0% Brokers) |
| Phone | 512-327-5530 |
| Address | 5900 Southwest Parkway Austin, TX 78735-6202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,503 | 2.7 |
| (b) Individuals (high net worth individuals) | 1,047 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.1 |
| (g) Pension and profit sharing plans | 237 | 6.7 |
| (h) Charitable organizations | 280 | 3.7 |
| (i) State or municipal government entities | 50 | 1.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 94 | 2.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 986 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 12,206 | 25.0 |
| By Discretionary | ||
| Discretionary | 12,199 | 24.9 |
| Non-Discretionary | 7 | 0.1 |
| Total | 12,206 | 25.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 24.6 | |
| Total | 12,206 | 25.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001534378] |
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|---|---|---|
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PNC Investments LLC
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PA | 26.5 |
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Valic Financial Advisors Inc
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TX | 26.4 |
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Government Portfolio Advisors LLC
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OR | 25.9 |
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Davis Selected Advisers LP
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Steward Partners Investment Advisory LLC
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NY | 24.8 |
|
Invesco Hong Kong Limited
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24.7 | |
|
Invesco Managed Accounts LLC
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|
WA | 24.6 |
|
Ruffer LLP
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|
24.2 | |
|
Asset Allocation & Management Company LLC
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|
IL | 24.0 |
|
BNY Mellon Advisors Inc
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NJ | 24.0 |