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SAGE RHINO CAPITAL LLC
CRD 290148 · SEC 801-112150
101 JEFFERSON DRIVE, MENLO PARK, CA, 94025, United States
Phone
(650) 352-5600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$883.7M
Discretionary AUM
$883.7M
Team
10 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $20.7M |
| High net worth individuals | 139 | $850.4M |
| Pension/profit sharing plans | 2 | $10.2M |
| Corporations/business entities | 2 | $2.4M |
States served
CA, CO, NY, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD