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SAGE TRADING COLLECTIVE

Business and Investment Profile

The SAGE TRADING COLLECTIVE is a privately held investment adviser that advises $1.22Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SAGE TRADING COLLECTIVE 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 remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 0.36 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees increased by 300% over the last 1-years.

Asset Profile

Their $1.22Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 4,518 other accounts. Assets of Other Investment Advisers clients total $1.22Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Other Investment Advisers.

Service Provider Profile

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.

Fee Profile

The Group does not disclose any type of fee.

Sub-Advisers

SAGE TRADING COLLECTIVE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SAGE TRADING COLLECTIVE

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Keywords: Sage Trading Collective, Collective, Sage, Trading
Generated 2026-09-12T06:49:18.9347761.  © 2026 Convergence.