| Name | Title | Ownership | Since |
|---|---|---|---|
| Aq Sage Buyer, LLC Control | Direct Owner | Over 75% | 2020 |
| Christina Marie Walsh Control | Chief Financial Officer | Under 5% | 2024 |
| Dagmara Katarzyna Frankowska Control | Chief Compliance Officer | Under 5% | 2024 |
Sageview Advisory Group, LLC reports $23.9 million in regulatory assets under management on its Form ADV.
Sageview Advisory Group, LLC reports 248 employees.
Sageview Advisory Group, LLC is based in Newport Beach, CA and has been SEC-registered since 2005.
Sageview Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4000 MacArthur Blvd., Suite 1050, Newport Beach, CA 92660 |
| Phone | 800-814-8742 |
| Fax | 949-955-1991 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1914558 |
| Discloses disciplinary history | Yes |
| Discretionary | $37.3B |
| Non-discretionary | $20.1M |
| Total (RAUM) | $23.9M |