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| Sage Financial Group Inc
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|---|---|
| CRD # | 116574 |
| SEC # | 801-61553 |
| CIK # | 0001680259, 0001762086, 0000882119 |
| AUM | 4,291.8 M (2026-06-30) |
| Employees | 28 (75% Investors, 0% Brokers) |
| Phone | 484-342-4400 |
| Address | Five Tower Bridge West Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Sage Qualified Opportunity Fund I LP | [2020-03-16] | 11.4 M | 12.1 M |
| Offered $12,000,000 · Filed 2019-04-04 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $648,125 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Sage Real Estate Fund VII LP | [2020-03-16] | 19.4 M | 29.8 M |
| Offered $40,000,000 · Filed 2020-01-15 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $20,650,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Sage Real Estate Fund VI LP | [2018-03-12] | 18.8 M | 23.8 M |
| Offered $20,000,000 · Filed 2017-10-30 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $25,000 · Remaining $1,187,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Sage Real Estate Fund V LP | [2016-03-17] | 23.2 M | 0.1 M |
| Offered $25,000,000 · Filed 2015-06-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining $1,830,444 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Sage Real Estate Fund IV LP | [2014-03-24] | 10.3 M | 21.3 M |
| Offered $10,275,000 · Filed 2014-03-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sage Private Equity Partners II | 2013-10-10 | ||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 0.2 |
| (b) Individuals (high net worth individuals) | 715 | 4.0 |
| (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 | 4 | 0.1 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,334 | 4.3 |
| By Discretionary | ||
| Discretionary | 4,041 | 3.9 |
| Non-Discretionary | 293 | 0.4 |
| Total | 4,334 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 4,334 | 4.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Alan Cohn | Executive Officer | 9 | 2 | |
| Sage Real Estate Group II LLC | Executive Officer, Promoter | 4 | 1 | |
| Sage Goldstein Investors LLC | Executive Officer, Promoter | 2 | 1 | |
| Jrg Investors LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000882119] | |
| D | [0001680259] | |
| 13F-HR | [0001762086] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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