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Sage Advisors LLC

CRD 314476SEC# 801-124858
Export (members)
No longer SEC-registered. Sage Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$184.9M
Employees
4
Accounts
454
Location

Sage Advisors LLC assets under management

Sage Advisors LLC is an SEC-registered investment adviser. It reports $184.9 million in regulatory assets under management and employs 4 people.

Sage Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
John Surenkamp ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Sage Advisors LLC manage?

Sage Advisors LLC reports $184.9 million in regulatory assets under management on its Form ADV.

How many employees does Sage Advisors LLC have?

Sage Advisors LLC reports 4 employees.

Does Sage Advisors LLC disclose fund performance?

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

Contact & registration

Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$184.9M
Non-discretionary$0
Total (RAUM)$184.9M