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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
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Sage Financial Group Inc
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| CRD # | 116574 |
| SEC # | 801-61553 |
| CIK # | |
| AUM | $1.8 BB (88% Disc, 100% US) |
| Employees | 22 (73% Investors, 0% Brokers) |
| Phone | 484-342-4400 |
| Address | Five Tower Bridge West Conshohocken, PA 19428 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SCHX | 234.6 | ||
| VEU | 40.4 | ||
| VTV | 32.6 | ||
| VUG | 29.9 | ||
| QAI | 27.4 | ||
| IGSB | 18.2 | ||
| VOE | 14.6 | ||
| VOO | 12.4 | ||
| EMB | 10.5 | ||
| VWO | 10.4 | ||
| View All | |||
| Holdings by Sector ($) |
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| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Sage Real Estate Fund VI | [2017-10-30] | 18.8 |
7.7 |
| RE | Sage Real Estate Fund V LP | [2015-06-03] | 23.2 |
19.1 |
| RE | Sage Real Estate Fund IV LP | [2014-03-19] | 10.3 |
12.8 |
| PE | Sage Private Equity Partners II | 0.0 |
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| View All | ||||
| Fund Directors | # Filings | # Firms | 2011-2019 |
|---|---|---|---|
| Sage Real Estate Group II LLC | 2 | 1 | |
| Sage Goldstein Investors LLC | 1 | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rinet Company LLC
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|
MA | 1.8 |
|
Cobblestone Capital Advisors LLC
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|
NY | 1.7 |
|
Cozad Asset Management Inc
✚
|
IL | 1.2 |
|
Matheys Lane Capital Management LP
✚
|
RI | 1.0 |
|
Arcadia Investment Partners LLC
✚
|
NY | 0.9 |
|
Zions Capital Advisors Inc
✚
|
UT | 0.9 |
|
The Corundum Group Inc
✚
|
CO | 0.7 |
|
Pennington Partners & Co LLC
✚
|
MD | 0.7 |
|
B C Ziegler and Company
✚
|
IL | 0.7 |
|
Alpha Fiduciary Inc
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|
AZ | 0.5 |