Sage Capital Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 20, 2026, reports $369M in regulatory assets under management, 3 employees, and 317 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.0% of total clients.
Top client categories% of clientsClients
1
HNWI
79.0%
249
2
Individuals
20.6%
65
3
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$369Mas of March 20, 2026
Discretionary99.1%
$365M
99% of total RAUM99.1%
Non-discretionary0.9%
$3M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$369M
Total Accounts317
10Y AUM Change+$56M (+18.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee105:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.