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Sage Rhino Capital LLC

● SEC registered since 2017CRD 290148SEC# 801-112150Menlo Park, CA
Export (members)
Reg. AUM
$787M
Employees
9
Accounts
1,441
Location
Menlo Park, CA

Sage Rhino Capital LLC assets under management

Sage Rhino Capital LLC is an SEC-registered investment adviser based in Menlo Park, CA. The firm has been registered since 2017. It reports $787 million in regulatory assets under management and employs 9 people.

Sage Rhino Capital LLC owners & executives

5 reported
NameTitleOwnershipSince
Dana Elaine Franco-Young ControlChief Compliance OfficerUnder 5%2023
David Taotze Chu ControlChief Finanical OfficerUnder 5%2019
Lotsvin-Novak Family Revocable Trust U/A Dated May 18th, 2007 ControlMemberOver 75%2020
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Frequently asked questions

How much does Sage Rhino Capital LLC manage?

Sage Rhino Capital LLC reports $787 million in regulatory assets under management on its Form ADV.

How many employees does Sage Rhino Capital LLC have?

Sage Rhino Capital LLC reports 9 employees.

Where is Sage Rhino Capital LLC located?

Sage Rhino Capital LLC is based in Menlo Park, CA and has been SEC-registered since 2017.

Does Sage Rhino Capital LLC disclose fund performance?

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

Contact & registration

Address101 Jefferson Drive, Menlo Park, CA 94025
Phone(650) 352-5600
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
CIK1771605
Discloses disciplinary historyYes

Assets under management

Discretionary$787M
Non-discretionary$0
Total (RAUM)$787M