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 registered with the SEC and is classified in the dataset as an investment bank. The firm was registered in 2001 and is organized under an "other" legal formation; ownership is recorded as a domestic entity with individual ownership ties. FINTRX does not list the company as a capital allocator, active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or as having a related adviser relationship. The dataset provides no substantive detail on the firm's advisory activities, fee structure, or typical client segments. That absence limits visibility into the services Sage Partners Securities offers and the clients it targets.

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