⚲
|
Sage Financial Group Inc
✚
| |
---|---|
CRD # | 116574 |
SEC # | 801-61553 |
CIK # | 0001680259, 0001762086, 0000882119 |
AUM | $3.2 BB (2024-07-01) |
Employees | 27 (78% Investors, 0% Brokers) |
Phone | 484-342-4400 |
Address | Five Tower Bridge West Conshohocken, PA 19428 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
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) |
---|---|---|
Becker Capital Management Inc
✚
|
OR | 4.6 |
Third Lake Partners LLC
✚
|
FL | 3.2 |
Cobblestone Capital Advisors LLC
✚
|
NY | 2.6 |
Cozad Asset Management Inc
✚
|
IL | 1.9 |
1900 Wealth Management LLC
✚
|
TX | 1.9 |
Gryphon Financial Partners LLC
✚
|
OH | 1.8 |
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 |