Sage Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
104381
Registered since
January 17, 2001

Firm profile

FINTRX

Overview

Sage Partners Securities, LLC is classified in FINTRX as an investment bank and is registered since 2001. Its legal form is listed as "other types of legal formation" and ownership is by a domestic entity and an individual. FINTRX does not present the firm as a capital allocator or as an active ESG investor, and it is not identified as a multi-state adviser, a pension consultant, or a related adviser. The vendor-supplied snapshot does not enumerate advisory mandates, fee schedules, or a client mix.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Vidergauz

    Mark Vidergauz

    CEO and Managing DirectorCRD 2694665

Contacts

3 of 9
  • Grace Custer

    Grace Custer

    Investment Banking AnalystCRD 7793655

  • Matthew Bahar

    Matthew Bahar

    Registered RepresentativeCRD 7602194

  • Paul Altman

    Paul Altman

    Managing DirectorCRD 3068843

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth