|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sage Hill Advisory and Management LLC
✚
|
|
|---|---|
| CRD # | 149365 |
| SEC # | 801-69957 |
| CIK # | |
| AUM | $67.8 M (2025-03-19) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 518-763-6338 |
| Address | 55 Railroad Place Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.7 |
| (b) Individuals (high net worth individuals) | 15 | 66.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 92 | 67.8 |
| By Discretionary | ||
| Discretionary | 92 | 67.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 92 | 67.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 67.8 | |
| Total | 92 | 67.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oak Crest Advisory LLC
✚
|
NY | 0.1 |
|
Sound Advisory LLC
✚
|
0.1 | |
|
Komorebi Global LLC
✚
|
0.1 | |
|
Pichardo Asset Management Sa de CV
✚
|
0.1 | |
|
Rpata LLC
✚
|
0.1 | |
|
Complete Advisors Plus LLC
✚
|
NY | 0.1 |
|
Franco Financial Advisors Inc
✚
|
NY | 0.1 |
|
Vanquour LLC
✚
|
NY | 0.1 |
|
Lytle Investment Services Corp
✚
|
NY | 0.1 |
|
JM Bruderman & Company LLC
✚
|
NY | 0.1 |