Pacific Sage Partners, LLC
Firm details
- Headquarters
- Edmonds, Washington
- CRD number
- 315663
- Registered since
- December 8, 2021
- Website
- pacificsagepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.74%
- Individuals19.2%
- Corporations / Businesses2.83%
- Charitable Organizations1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pacific Sage Partners, LLC is an independent registered investment adviser that began SEC registration in 2021. The firm operates as a limited liability company and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fees are assessed through a mix of AUM-based charges, hourly fees, and fixed-fee arrangements. The firm does not list active ESG investing among its preferences.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- US Government Bonds16%
- Public Funds/Mutual Funds16%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$574M in ETFs
51%
$294M
46%
$280M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) | BlackRock | Active | Multisector Bond | $69.5M | 1,368,102 | 12.11% |
Location
Edmonds, WA
Snohomish
Location
Edmonds, WA
Headquartered in Edmonds, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 505 5th Ave S
- Time zone
- PT (UTC-8)
- Office locations
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