| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sage Real Estate Fund VII, L.P. | Real Estate | $33.2M | $50K |
| Sage Real Estate Fund VI, L.P. | Real Estate | $24.3M | $50K |
| Sage Real Estate Fund IV, L.P. | Real Estate | $17.6M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Jeffrey Cohn Control | Co-President, Cfo, Cio, Director | 25-50% | 1991 |
| John James Sion Control | Chief Compliance Officer, Partner | 5-10% | 2007 |
| Mitchell Evan Bednoff | Vice President, Partner | 5-10% | 2007 |
Sage Financial Group Inc. reports $3.6 billion in regulatory assets under management on its Form ADV.
Sage Financial Group Inc. manages 5 private funds with combined gross assets of $86.6 million.
Sage Financial Group Inc. reports 25 employees.
Sage Financial Group Inc. is based in West Conshohocken, PA and has been SEC-registered since 2002.
Sage Financial Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 |
| Phone | 484-342-4400 |
| Fax | 484-537-0550 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 882119 |
| Discloses disciplinary history | No |
| Discretionary | $3.3B |
| Non-discretionary | $327.5M |
| Total (RAUM) | $3.62B |