Sage Residential Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$444M
Discretionary
$444M
100% of AUM
Avg account
$148M
Accounts
3
Employees
12
Advisory reps
4

Firm details

Headquarters
Morristown, New Jersey
CRD number
315039
Registered since
June 15, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sage Residential Management LLC is an institutional registered investment adviser organized as an LLC that focuses on managing pooled investment vehicles. The firm is registered with the SEC (registration listed in 2026) and serves institutional clients rather than individual retail investors. Its principal advisory role is portfolio management for pooled vehicles, and it is also identified as a CPO/CTA and as sponsor, general partner and managing member of those pooled structures. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, reflecting a manager-compensated-for-performance model typical for private funds and commodity/managed-pool strategies. The firm is not classified as a capital allocator, does not position itself as an active ESG investor, and is not presented as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Myles Volosov

    Myles Volosov

    Principal, CFOCRD 6850664

  • Mark Volosov

    Mark Volosov

    Chief Executive OfficerCRD 7383574

  • Damian Pasternak

    Damian Pasternak

    Chief Investment OfficerCRD 7386377

Contacts

1 of 1
  • Clifford Andrews

    Clifford Andrews

    PrincipalCRD 1895779

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Morristown, NJ

Morris

Location

Morristown, NJ

Headquartered in Morristown, NJ, 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
Morris
Address
192 Headquarters Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth