PPrivate Fund Data Log in Join · $37/mo

Sageview Private Client Group, LLC

CRD 134997SEC# 801-80138Newport Beach, CA
Export (members)
No longer SEC-registered. Sageview Private Client Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
10
Accounts
—
Location
Newport Beach, CA

Sageview Private Client Group, LLC assets under management

Sageview Private Client Group, LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. It employs 10 people.
View on SEC.gov ↗

Sageview Private Client Group, LLC owners & executives

12 reported
NameTitleOwnershipSince
Aq Sage Buyer, LLC ControlDirect OwnerOver 75%2020
Christina Marie Walsh ControlChief Financial OfficerUnder 5%2024
Dagmara Katarzyna Frankowska ControlChief Compliance OfficerUnder 5%2024
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How many employees does Sageview Private Client Group, LLC have?

Sageview Private Client Group, LLC reports 10 employees.

Where is Sageview Private Client Group, LLC located?

Sageview Private Client Group, LLC is based in Newport Beach, CA.

Does Sageview Private Client Group, LLC disclose fund performance?

Sageview Private Client Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4000 MacArthur Blvd., Suite 1050, Newport Beach, CA 92660
Office hours8:30 a.m. To 5:00 p.m.
Discloses disciplinary historyYes