SAGETRADER, LLC

Overview

Sagetrader, LLC is organized as a limited liability company and is an SEC-registered adviser (registration year listed as 2006). Public filings indicate ownership structure tied to a domestic entity and an individual. The firm is not identified as a capital allocator and does not report being an active ESG investor. It also is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of the firm’s client segments, fee schedule, or specific advisory activities.

Assets & Accounts