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 organized as a limited liability company that serves institutional clients and focuses on managing pooled investment vehicles. The firm is recorded as having CPO/CTA business activity and provides portfolio management for pooled funds, acting in sponsor, general partner and managing-member roles for those vehicles. Its fee arrangements combine a percentage-of-assets model with performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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