Investment adviser · CRD 154306
SAGE CAPITAL HOLDINGS, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed May 10, 2013
- Regulatory AUM
- $28.8M Form ADV · Item 5.F
- Client accounts
- 103 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 10, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1100 ABERNATHY ROAD, SUITE 400ATLANTA, GA, 30328-5634, United States
CRD 154306
Filing source
Form ADV 736806 · May 10, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.