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Sage Investment Advisers LLC

● SEC registered since 2019CRD 304559SEC# 801-116929Wappingers Falls, NY
Export (members)
Reg. AUM
$224.7M
Employees
5
Accounts
667
Location
Wappingers Falls, NY

Sage Investment Advisers LLC assets under management

Sage Investment Advisers LLC is a registered investment adviser overseen by the SEC based in Wappingers Falls, NY. The firm has been registered since 2019. It reports $224.7 million in regulatory assets under management and employs 5 people.
sageinvestmentadvisersllc.comView on SEC.gov ↗

Sage Investment Advisers LLC owners & executives

3 reported
NameTitleOwnershipSince
Crossix LLC ControlOwner25-50%2020
Jerry James Schuder ControlPresident And Chief Compliance OfficerOver 75%2019
Joseph Guarneri ControlOwner And ManagerOver 75%2020

Frequently asked questions

How much does Sage Investment Advisers LLC manage?

Sage Investment Advisers LLC reports $224.7 million in regulatory assets under management on its Form ADV.

How many employees does Sage Investment Advisers LLC have?

Sage Investment Advisers LLC reports 5 employees.

Where is Sage Investment Advisers LLC located?

Sage Investment Advisers LLC is based in Wappingers Falls, NY and has been SEC-registered since 2019.

Does Sage Investment Advisers LLC disclose fund performance?

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

Contact & registration

Address1829 South Road, Wappingers Falls, NY 12590
Phone(845) 240-1551
Fax(845) 240-1552
Office hours8:30a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1925418
Discloses disciplinary historyNo

Assets under management

Discretionary$224.7M
Non-discretionary$0
Total (RAUM)$224.7M