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| Sage Rhino Capital LLC
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|
|---|---|
| CRD # | 290148 |
| SEC # | 801-112150 |
| CIK # | 0001771605 |
| AUM | $883.7 M (2026-03-25) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 650-352-5600 |
| Address | 101 Jefferson Drive Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001771605 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 17.2 | ||
| Apple Inc | 10.9 | ||
| Tesla Motors Inc | 9.9 | ||
| Alphabet Inc | 6.0 | ||
| Microsoft Corp | 5.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 20.7 |
| (b) Individuals (high net worth individuals) | 139 | 850.4 |
| (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 | 2 | 10.2 |
| (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 | 2 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,502 | 883.7 |
| By Discretionary | ||
| Discretionary | 1,502 | 883.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,502 | 883.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.8 | |
| United States Persons | 867.9 | |
| Total | 1,502 | 883.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001771605] | |
| SC 13G | [0001771605] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Sage Rhino Capital LLC | Vincerx Pharma Inc | [2021-08-04] |
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