|
⚲
|
| Sage Advisory Services Ltd Co
✚
| |
|---|---|
| CRD # | 106236 |
| SEC # | 801-52937 |
| CIK # | 0001534378 |
| AUM | $22.7 BB (2024-03-28) |
| Employees | 53 (66% Investors, 0% Brokers) |
| Phone | 512-327-5530 |
| Address | 5900 Southwest Parkway Austin, TX 78735-6202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,785 | 2.0 |
| (b) Individuals (high net worth individuals) | 179 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.1 |
| (g) Pension and profit sharing plans | 243 | 4.5 |
| (h) Charitable organizations | 211 | 2.1 |
| (i) State or municipal government entities | 48 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 99 | 2.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 316 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,888 | 15.3 |
| By Discretionary | ||
| Discretionary | 4,882 | 15.3 |
| Non-Discretionary | 6 | 0.0 |
| Total | 4,888 | 15.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 15.2 | |
| Total | 4,888 | 15.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001534378] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sustainable Growth Advisers LP
✚
|
CT | 23.9 |
|
PNC Investments LLC
✚
|
PA | 23.9 |
|
IEQ Capital LLC
✚
|
CA | 23.6 |
|
Highland Associates Inc
✚
|
AL | 23.6 |
|
Asset Allocation & Management Company LLC
✚
|
IL | 23.0 |
|
Davis Selected Advisers LP
✚
|
AZ | 22.9 |
|
SmartX Advisory Solutions LLC
✚
|
FL | 22.9 |
|
Templeton Global Advisors Limited
✚
|
22.3 | |
|
Brandes Investment Partners LP
✚
|
CA | 22.2 |
|
AMG Funds LLC
✚
|
CT | 21.2 |