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|
| Keyboard |
| Sage Trading Collective LLC
✚
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|
|---|---|
| CRD # | 337481 |
| SEC # | 801-135631 |
| CIK # | |
| AUM | 505.0 M (2026-02-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 419-350-8981 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 610 | 505.0 |
| (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 | 1,978 | 505.0 |
| By Discretionary | ||
| Discretionary | 1,978 | 505.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,978 | 505.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.0 | |
| Total | 1,978 | 505.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Designs Corporation
✚
|
CA | 507.9 M |
|
The Lam Group Inc
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|
507.4 M | |
|
Pine Harbor Wealth Management LLC
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|
VA | 507.1 M |
|
H I A - Helvetia Investment Advisors Sa
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|
506.8 M | |
|
HFG Wealth Management LLC
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|
TX | 505.6 M |
|
Carl P Sherr & Co LLC
✚
|
MA | 505.4 M |
|
Boltwood Capital Management
✚
|
CA | 502.5 M |
|
Quantitative Process LLC
✚
|
NC | 502.1 M |
|
First Washington Corporation
✚
|
WA | 501.2 M |
|
Googins Advisors Inc
✚
|
WI | 501.0 M |