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| Sage Capital Advisors LLC
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|---|---|
| CRD # | 136577 |
| SEC # | 801-64637 |
| CIK # | 0001714107 |
| AUM | 629.8 M (2025-09-29) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 844-279-7243 |
| Address | 122 S Phillips Avenue, Suite 260 Sioux Falls, SD 57104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 41.3 | ||
| Alphabet Inc | 25.2 | ||
| Amazon Com Inc | 17.6 | ||
| Microsoft Corp | 14.4 | ||
| Nvidia Corp | 13.7 | ||
| Johnson & Johnson | 11.4 | ||
| Advanced Micro Devices Inc | 10.6 | ||
| United Parcel Service Inc | 10.3 | ||
| Halliburton Co | 9.5 | ||
| Verizon Communications Inc | 9.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 32.8 |
| (b) Individuals (high net worth individuals) | 84 | 188.6 |
| (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 | 3 | 72.4 |
| (h) Charitable organizations | 1 | 0.9 |
| (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 | 12 | 335.1 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 629.8 |
| By Discretionary | ||
| Discretionary | 519 | 557.4 |
| Non-Discretionary | 3 | 72.4 |
| Total | 522 | 629.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 627.0 | |
| Total | 522 | 629.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001714107] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail, Research |
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