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Sage Hill Advisory and Management LLC

● SEC registered since 2009CRD 149365SEC# 801-69957Saratoga Springs, NY
Export (members)
Reg. AUM
$67.8M
Employees
3
Accounts
92
Location
Saratoga Springs, NY

Sage Hill Advisory and Management LLC assets under management

Sage Hill Advisory and Management LLC is an investment advisory firm registered with the SEC based in Saratoga Springs, NY. The firm has been registered since 2009. It reports $67.8 million in regulatory assets under management and employs 3 people.

Sage Hill Advisory and Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Francis Michael Antalek ControlManaging Member25-50%2009
Philip John Toffel ControlManaging Member/Chief Compliance Officer50-75%2009

Frequently asked questions

How much does Sage Hill Advisory and Management LLC manage?

Sage Hill Advisory and Management LLC reports $67.8 million in regulatory assets under management on its Form ADV.

How many employees does Sage Hill Advisory and Management LLC have?

Sage Hill Advisory and Management LLC reports 3 employees.

Where is Sage Hill Advisory and Management LLC located?

Sage Hill Advisory and Management LLC is based in Saratoga Springs, NY and has been SEC-registered since 2009.

Does Sage Hill Advisory and Management LLC disclose fund performance?

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

Contact & registration

Address55 Railroad Place, Suite 201, Saratoga Springs, NY 12866
Phone518 763-6338
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$67.8M
Non-discretionary$0
Total (RAUM)$67.8M