The SAGE CAPITAL ADVISORS, LLC is a privately held investment adviser that advises $1.59Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SAGE CAPITAL ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 57.48% over the last 5-years.
The Group has been registered with the SEC for 20.95 years and is comprised of 2 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 300B DRAKES LANDING ROAD SUITE 190, GREENBRAE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 12 employees comprised of 9 investment and 3 non-investment staff. The total number of Employees decreased by 36.84% over the last 5-years.
Their $1.59Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 25 other accounts. Assets of Other Investment Advisers clients own $617.8mn or 38.74% of Total Assets and High Net Worth Individuals own $414.86mn or 26.01% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
SAGE CAPITAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.