|
⚲
|
| Sage Hill Capital LLC
✚
| |
|---|---|
| CRD # | 155016 |
| SEC # | 801-71852 |
| CIK # | |
| AUM | $153.1 MM (2024-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-988-5623 |
| Address | 333 S Main St Ann Arbor, MI 48104 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 16.9 |
| (b) Individuals (high net worth individuals) | 31 | 135.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 291 | 153.1 |
| By Discretionary | ||
| Discretionary | 291 | 153.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 291 | 153.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 153.0 | |
| Total | 291 | 153.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
White Knight Strategic Wealth Advisors LLC
✚
|
NJ | 0.2 |
|
Kowalski Financial Inc
✚
|
MN | 0.2 |
|
Miami Valley Portfolio Management Inc
✚
|
OH | 0.2 |
|
Pollock Planning Associates Inc
✚
|
NC | 0.2 |
|
Dominion Portfolio Management Inc
✚
|
TX | 0.2 |
|
Ryan Investment Management Inc
✚
|
CO | 0.2 |
|
M Wealth Management LLC
✚
|
CA | 0.2 |
|
Cullen Patterson Capital Management LLC
✚
|
CA | 0.2 |
|
Optimize Financial Inc
✚
|
CA | 0.2 |
|
Townsend Personal Financial Planning LLC
✚
|
GA | 0.2 |