NEWPORT BEACH, CACRD 126777Latest ADV March 31, 2026
Sageview Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $37.5B in regulatory assets under management, 195 employees, 23 offices, and 1,301 accounts.
Assets Under Management
$37.5B
Employees
195
Offices
23 offices
Total Clients
915
Primary office
NEWPORT BEACH, CA
4000 MACARTHUR BLVD., SUITE 1050, NEWPORT BEACH, CA, United States
Top client segmentPension Plans represent 73.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
73.0%
668
2
Individuals
13.6%
124
3
HNWI
10.4%
95
4
Government
2.1%
19
5
Corporations
1.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$37.5Bas of March 31, 2026
Discretionary100.0%
$37.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$37.5B
Total Accounts1,301
10Y AUM Change$-32.3B (-46.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees195
Clients per Employee5:1
10Y Employee Change+55 (+39.3%)
* 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.