SAGE ADVISORS, LLC

RIASEC RegisteredEst. 2008

Total AUM

$366M

Discretionary

$366M

100% of AUM

Avg account

$15.3M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Sage Advisors, LLC is an SEC-registered investment manager formed in 2008 that focuses on running and advising pooled investment vehicles for institutional clients. The firm operates as a limited liability company and functions both as a fund manager and a selector of third‑party advisers, positioning itself as a multifaceted manager with private equity and real estate capabilities. Its business model relies on asset‑based fees coupled with performance‑linked compensation, and it reports being an active ESG investor. Sage is not structured as a capital allocator; instead it sponsors and manages pooled funds while also affiliating with other market participants across the financial services ecosystem.