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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Investment Advisers LLC
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|---|---|
| CRD # | 304559 |
| SEC # | 801-116929 |
| CIK # | 0001925418 |
| AUM | $224.7 M (2025-03-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 845-240-1551 |
| Address | 1829 South Road Wappingers Falls, NY 12590 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| VISA Inc | 5.5 | ||
| iShares Comex Gold Trust | 4.6 | ||
| Churchill Downs Inc | 3.6 | ||
| Chevron Corp | 3.4 | ||
| J P Morgan Chase & Co | 3.0 | ||
| International Business Machines Corp | 2.9 | ||
| Lockheed Martin Corp | 2.6 | ||
| Apple Inc | 2.4 | ||
| SPDR Gold Trust | 2.1 | ||
| Martin Marietta Materials Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 68.0 |
| (b) Individuals (high net worth individuals) | 74 | 156.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 224.7 |
| By Discretionary | ||
| Discretionary | 667 | 224.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 667 | 224.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.7 | |
| Total | 667 | 224.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001925418] |
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