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Pacific Sage Partners, LLC

● SEC registered since 2021CRD 315663SEC# 801-122834Edmonds, WA
Export (members)
Reg. AUM
$857.8M
Employees
11
Accounts
2,369
Location
Edmonds, WA

Pacific Sage Partners, LLC assets under management

Pacific Sage Partners, LLC is a registered investment adviser overseen by the SEC based in Edmonds, WA. The firm has been registered since 2021. It reports $857.8 million in regulatory assets under management and employs 11 people.

Pacific Sage Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Mark Robert Gardner Anderson ControlFounder And Chief Executive OfficerUnder 5%2021
Tcm Shoreline, L.L.C. ControlManaging MemberOver 75%2021
William Reeve Cantus ControlPresident And Chief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Pacific Sage Partners, LLC manage?

Pacific Sage Partners, LLC reports $857.8 million in regulatory assets under management on its Form ADV.

How many employees does Pacific Sage Partners, LLC have?

Pacific Sage Partners, LLC reports 11 employees.

Where is Pacific Sage Partners, LLC located?

Pacific Sage Partners, LLC is based in Edmonds, WA and has been SEC-registered since 2021.

Does Pacific Sage Partners, LLC disclose fund performance?

Pacific Sage Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 5th Avenue South, Suite 104, Edmonds, WA 98020
Phone(206) 533-0500
Office hours8:30a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1936845
Discloses disciplinary historyNo

Assets under management

Discretionary$856.4M
Non-discretionary$1.4M
Total (RAUM)$857.8M