Sage Capital Management LLC

RIASEC RegisteredEst. 1999

Total AUM

$369M

Discretionary

$365M

99% of AUM

Avg account

$1.2M

Accounts

317

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 108547
Registered since: February 5, 1999
Website: www.sageny.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.59%
Individuals3.91%
Pension & Profit Sharing Plans2.98%
Charitable Organizations2.29%
Pooled Investment Vehicles0.23%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sage Capital Management LLC is an SEC-registered investment adviser formed in 1999 and organized as a limited liability company with individual ownership. The firm services both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, and selection of other advisers. Sage also acts in sponsor/GP/managing-member roles for pooled vehicles, indicating active participation on the private fund/operator side as well as a third-party allocator role. The firm classifies itself with a focus on real estate fund activity and does not identify as an active ESG investor. It is not marked as a capital allocator in the dataset.