Sage Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 148964
- Registered since
- December 17, 2008
- Website
- www.sageadvisorsllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Sage Advisors, LLC is a privately held limited liability company that operates as a manager of pooled investment vehicles with a focus on private funds. The firm is SEC-registered (since 2008) and positions itself as a multifaceted fund manager active in private equity and real estate fund strategies, while also functioning as an adviser to other pooled vehicles. Its client base is institutional and it serves as both sponsor/GP and selector of third‑party managers rather than acting as a broad capital allocator. The firm charges a combination of asset‑based fees and performance‑linked fees, and notes active incorporation of ESG factors into its investment approach. Sage Advisors maintains a set of industry relationships that include broker‑dealers, trust companies, insurance companies, accounting firms, and other investment advisers, and it lists roles consistent with being a sponsor, general partner or managing member of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5Arthur Prostick
Partner & Chief Compliance OfficerCRD 2254400
Suketu Shah
Partner & Chief Financial OfficerCRD 6644132

Kevin Hilden
Chief Operating OfficerCRD 5037052
Contacts
2 of 2
Robert Seco
General CounselCRD 5637325

Neil Quinlan
Head of OperationsCRD 4874433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 99 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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