Sage Financial Group Inc

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Sage Financial Group Inc
CRD #116574
SEC #801-61553
CIK #0001680259, 0001762086, 0000882119
AUM $3.2 BB (2024-07-01)
Employees 27 (78% Investors, 0% Brokers)
Phone484-342-4400
AddressFive Tower Bridge
West Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02000200820162025
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE Sage Qualified Opportunity Fund I LP [2020-03-16] 11.4 10.6
RE Sage Real Estate Fund VII LP [2020-03-16] 19.4 32.4
RE Sage Real Estate Fund VI LP [2018-03-12] 18.8 22.9
RE Sage Real Estate Fund V LP [2016-03-17] 23.2 10.6
RE Sage Real Estate Fund IV LP [2014-03-24] 10.3 18.1
PE Sage Private Equity Partners II 2013-10-10 0.0
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 321 0.1
(b) Individuals (high net worth individuals) 666 2.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 0.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,917 3.2
By Discretionary
Discretionary 3,704 2.9
Non-Discretionary 213 0.3
Total 3,917 3.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.2
Total 3,917 3.2
Form D Directors # Filings # Firms 2011 - 2024
Alan Cohn 9
Sage Real Estate Group II LLC 4
Sage Goldstein Investors LLC 2
JRG Investors LLC 1
EDGAR Form CIK 2011 - 2024
13F-HR [0000882119]
D [0001680259]
13F-HR [0001762086]
Comparable Firms State AUM ($BB)
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Third Lake Partners LLC
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Cobblestone Capital Advisors LLC
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Cozad Asset Management Inc
IL 1.9
1900 Wealth Management LLC
TX 1.9
Gryphon Financial Partners LLC
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Provenio Capital Management LLC
CA 1.6
Post Road Group LLC
CT 1.5
Corundum Group Inc
CO 1.4
Gries Financial LLC
OH 1.3
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