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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Hill Capital LLC
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|---|---|
| CRD # | 155016 |
| SEC # | 801-71852 |
| CIK # | |
| AUM | $165.3 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-988-5623 |
| Address | 333 S Main St Ann Arbor, MI 48104 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 27.9 |
| (b) Individuals (high net worth individuals) | 34 | 137.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 165.3 |
| By Discretionary | ||
| Discretionary | 324 | 165.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 324 | 165.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.3 | |
| Total | 324 | 165.3 |
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|---|---|---|
|
Crawford Gregory Jason
✚
|
CA | 0.2 |
|
Balanz Advisors LLC
✚
|
FL | 0.2 |
|
Maxele Advisors LLC
✚
|
MO | 0.2 |
|
Constant Guidance Financial LLC
✚
|
MA | 0.2 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.2 |
|
SK Advisor Network LLC
✚
|
TX | 0.2 |
|
Pomona Wealth Management LLC
✚
|
WA | 0.2 |
|
Lifetime Wealth Management LLC
✚
|
0.2 | |
|
Innis Investments LLC
✚
|
0.2 | |
|
Douglass Investment Group LLC
✚
|
KS | 0.2 |