The SAGE FINANCIAL GROUP INC. is a privately held investment adviser that advises $4.29Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. SAGE FINANCIAL GROUP INC. 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 67.82% over the last 5-years.
The Group has been registered with the SEC for 23.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at FIVE TOWER BRIDGE 300 BARR HARBOR DRIVE, SUITE 200, W. CONSHOHOCKEN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 28 employees comprised of 21 investment and 7 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $4.29Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $3.98Bn or 92.66% of Total Assets and Individuals own $158.16mn or 3.69% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 86.05% and 13.95% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $87.04mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SAGE FINANCIAL GROUP INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.