Sage Rhino Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 25, 2026, reports $884M in regulatory assets under management, 10 employees, and 1,502 accounts.
Assets Under Management
$884M
Employees
10
Offices
--
Total Clients
196
Primary office
MENLO PARK, CA
101 JEFFERSON DRIVE, MENLO PARK, CA, United States
Top client segmentHNWI represent 70.9% of total clients.
Top client categories% of clientsClients
1
HNWI
70.9%
139
2
Individuals
27.0%
53
3
Pension Plans
1.0%
2
4
Corporations
1.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$884Mas of March 25, 2026
Discretionary100.0%
$884M
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.
Total AUM$884M
Total Accounts1,502
10Y AUM Change+$884M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee20:1
10Y Employee Change+6 (+150.0%)
* 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.