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SAGE CAPITAL MANAGEMENT LLC
CRD 108547 · SEC 801-56261
CA, United States
Phone
212-584-4110
Fax
917-398-7231
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$368.6M
Discretionary AUM
$365.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $14.4M |
| High net worth individuals | 249 | $333.9M |
| Pooled investment vehicles | 1 | $847K |
States served
CA, MA, NJ, NY, CT, FL
All web addresses on file
Official SEC filing: View on IAPD