The SAGEVIEW ADVISORY GROUP GROUP is a publicly held investment adviser that advises $37.5Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SAGEVIEW ADVISORY GROUP GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 71.94% over the last 5-years.
The Group has been registered with the SEC for 21.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 4000 MACARTHUR BLVD. SUITE 1050, NEWPORT BEACH, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 195 employees comprised of 112 investment and 83 non-investment staff. The total number of Employees increased by 35.42% over the last 5-years.
Their $37.5Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 696 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $35.63Bn or 95.01% of Total Assets and Government Entities and Pension Plans own $1.31Bn or 3.5% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Pension and Profit Sharing Plans-Private and Government Entities and Pension Plans.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SAGEVIEW ADVISORY GROUP GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.