Sage Financial Group Inc

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Assets, Funds, Holdings

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CAFR Data
Sage Financial Group Inc
CRD #116574
SEC #801-61553
CIK #
AUM $1.8 BB (88% Disc, 100% US)
Employees22 (73% Investors, 0% Brokers)
Phone484-342-4400
AddressFive Tower Bridge
West Conshohocken, PA 19428
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
18551484111374237102002200820142020
Sector Holding Cap ($MM) Value ($MM)
SCHX234.6
VEU40.4
VTV32.6
VUG29.9
QAI27.4
IGSB18.2
VOE14.6
VOO12.4
EMB10.5
VWO10.4
View All
Holdings by Sector ($)
0.60.50.40.20.10.02012201420162019
Type Private Fund Form D Sold ($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
View All
Fund Directors # Filings # Firms 2011-2019
Sage Real Estate Group II LLC 2 1
Sage Goldstein Investors LLC 1 1
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Zions Capital Advisors Inc
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0.7
Pennington Partners & Co LLC
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B C Ziegler and Company
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Alpha Fiduciary Inc
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0.5
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