SAGE ADVISORS, LLC
Company Profile
| As of Date | 03/31/2026 |
| ADV Location | United States, NY / United States, WA |
| Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 29 -3% |
| of those in investment advisory functions | 16 -11% |
| AUM* | 941,279,581 -2% |
| of that, discretionary | 901,985,460 31% |
| Private Fund GAV* | 357,051,114 13% |
| Avg Account Size | 1,318,319 28% |
| High Net Worth | 20.98% 19% |
| SMA’s | Yes |
| Private Funds | 24 3 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Recent News
Reported AUM
638M
547M
456M
365M
273M
182M
91M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count13 | GAV$124,798,864 |
| Fund TypeReal Estate Fund | Count5 | GAV$46,461,445 |
| Fund TypeOther Private Fund | Count6 | GAV$185,790,805 |