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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Financial Group Inc
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| CRD # | 116574 |
| SEC # | 801-61553 |
| CIK # | 0000882119, 0001762086, 0001680259 |
| AUM | $3.6 B (2025-07-08) |
| Employees | 25 (76% Investors, 0% Brokers) |
| Phone | 484-342-4400 |
| Address | Five Tower Bridge West Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Sage Qualified Opportunity Fund I LP | [2020-03-16] | 11.4 | 11.4 |
| RE | Sage Real Estate Fund VII LP | [2020-03-16] | 19.4 | 33.2 |
| RE | Sage Real Estate Fund VI LP | [2018-03-12] | 18.8 | 24.3 |
| RE | Sage Real Estate Fund V LP | [2016-03-17] | 23.2 | 0.1 |
| RE | Sage Real Estate Fund IV LP | [2014-03-24] | 10.3 | 17.6 |
| PE | Sage Private Equity Partners II | 2013-10-10 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 0.2 |
| (b) Individuals (high net worth individuals) | 653 | 3.3 |
| (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 | 4,205 | 3.6 |
| By Discretionary | ||
| Discretionary | 3,912 | 3.3 |
| Non-Discretionary | 293 | 0.3 |
| Total | 4,205 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 4,205 | 3.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alan Cohn | 9 | ||
| Sage Real Estate Group II LLC | 4 | ||
| Sage Goldstein Investors LLC | 2 | ||
| JRG Investors LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000882119] | |
| D | [0001680259] | |
| 13F-HR | [0001762086] |
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|---|---|---|
|
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✚
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OR | 5.0 |
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Third Lake Partners LLC
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FL | 3.4 |
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Cobblestone Capital Advisors LLC
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NY | 2.9 |
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1900 Wealth Management LLC
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TX | 2.3 |
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Cozad Asset Management Inc
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IL | 2.2 |
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Gryphon Financial Partners LLC
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OH | 2.0 |
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Post Road Group LLC
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CT | 1.9 |
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Provenio Capital Management LLC
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CA | 1.6 |
|
Greenwood Gearhart Inc
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|
AR | 1.6 |
|
Corundum Group Inc
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|
CO | 1.5 |