Sage Rhino Capital LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 290148
- Registered since
- December 15, 2017
- Website
- sagerhino.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.24%
- Individuals2.34%
- Pension & Profit Sharing Plans1.15%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sage Rhino Capital LLC is an SEC-registered independent registered investment adviser formed as a limited liability company in 2017. The firm operates as a capital allocator for a mixed client base that includes individuals, families and institutional clients. Its fee model is flexible, offering percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting and the selection of other advisers. Sage Rhino does not describe itself as an active ESG investor.
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 Equities87%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1David Chu
Chief Administrative OfficerCRD 2526570
Contacts
3 of 9
Alex Owens
Financial AdvisorCRD 7305333
Igor Lotsvin
Managing PartnerCRD 4425376
Mary Russell
AttorneyCRD 7154392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$459M in ETFs
75%
$343M
20%
$116M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $20M | 65,839 | 4.35% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 101 Jefferson Dr
- Time zone
- PT (UTC-8)
- Office locations
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