Sage Advisors, LLC

RIASEC RegisteredEst. 2008
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$15.3M
Accounts
24
Employees
18
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
148964
Registered since
December 17, 2008
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Sage Advisors, LLC is a privately held limited liability company that operates as a manager of pooled investment vehicles with a focus on private funds. The firm is SEC-registered (since 2008) and positions itself as a multifaceted fund manager active in private equity and real estate fund strategies, while also functioning as an adviser to other pooled vehicles. Its client base is institutional and it serves as both sponsor/GP and selector of third‑party managers rather than acting as a broad capital allocator. The firm charges a combination of asset‑based fees and performance‑linked fees, and notes active incorporation of ESG factors into its investment approach. Sage Advisors maintains a set of industry relationships that include broker‑dealers, trust companies, insurance companies, accounting firms, and other investment advisers, and it lists roles consistent with being a sponsor, general partner or managing member of pooled vehicles.

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 5
  • Arthur Prostick

    Arthur Prostick

    Partner & Chief Compliance OfficerCRD 2254400

  • Suketu Shah

    Partner & Chief Financial OfficerCRD 6644132

  • Kevin Hilden

    Kevin Hilden

    Chief Operating OfficerCRD 5037052

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Contacts

2 of 2
  • Robert Seco

    Robert Seco

    General CounselCRD 5637325

  • Neil Quinlan

    Neil Quinlan

    Head of OperationsCRD 4874433

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
99 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth