Investment adviser · CRD 116574
SAGE FINANCIAL GROUP INC.
Investment adviser filing (IA)
WEST CONSHOHOCKEN, PA, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $4.29B Form ADV · Item 5.F
- Client accounts
- 4,334 Accounts, not individual clients
- Employees
- 28 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 715 | $3,976,836,419 | 92.7% |
| Individuals | 386 | $158,159,643 | 3.7% |
| Pooled investment vehicles | 4 | $87,035,014 | 2.0% |
| Charities | 7 | $44,543,376 | 1.0% |
| Retirement plans | Fewer than 5 | $22,209,221 | 0.5% |
| Corporations & businesses | Fewer than 5 | $3,063,531 | 0.1% |
Filing source
Form ADV 2116591 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
6 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.
SAGE REAL ESTATE FUND VII, L.P.Real Estate Fund · Last reported Jun 30, 2026$29.8MGross asset value
Form D fundraising filings
Sage Real Estate Fund VII, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-7599761900
- Reported beneficial owners
- 174
- Minimum commitment
- $50K
- Form D file number
- 021-358154
Form ADV 2116591 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGE REAL ESTATE FUND VI, L.P.Real Estate Fund · Last reported Jun 30, 2026$23.8MGross asset value
Form D fundraising filings
Sage Real Estate Fund VI, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5409746855
- Reported beneficial owners
- 152
- Minimum commitment
- $50K
- Form D file number
- 021-297702
Form ADV 2116591 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGE REAL ESTATE FUND IV, L.P.Real Estate Fund · Last reported Jun 30, 2026$21.3MGross asset value
Form D fundraising filings
Sage Real Estate Fund IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5246663591
- Reported beneficial owners
- 87
- Minimum commitment
- $50K
- Form D file number
- 021-213886
Form ADV 2116591 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGE QUALIFIED OPPORTUNITY FUND I, L.P.Real Estate Fund · Last reported Jun 30, 2026$12.1MGross asset value
Form D fundraising filings
Sage Qualified Opportunity Fund I, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-1432758668
- Reported beneficial owners
- 97
- Minimum commitment
- $50K
- Form D file number
- 021-336455
Form ADV 2116591 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGE REAL ESTATE FUND V, L.P.Real Estate Fund · Last reported Jul 8, 2025$70.6KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3723249497
- Reported beneficial owners
- 182
- Minimum commitment
- $50K
- Form D file number
- 021-241025
Form ADV 2001983 · Jul 8, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGE PRIVATE EQUITY PARTNERS, IIPrivate Equity Fund · Last reported May 8, 2017$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8988627052
- Reported beneficial owners
- 86
- Minimum commitment
- $10K
- Form D file number
- 021-68417
Form ADV 1114309 · May 8, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE, SUITE 200WEST CONSHOHOCKEN, PA, 19428, United States
CRD 116574
Filing source
Form ADV 2116591 · Jun 30, 2026 · 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.