Investment adviser · CRD 149365
SAGE HILL ADVISORY AND MANAGEMENT LLC
Investment adviser filing (IA)
SARATOGA SPRINGS, NY, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $73.3M Form ADV · Item 5.F
- Client accounts
- 79 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 | 15 | $71,536,122 | 97.6% |
| Individuals | Fewer than 5 | $1,788,643 | 2.4% |
| Corporations & businesses | 3 | $0 | 0.0% |
Filing source
Form ADV 2072490 · Mar 20, 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
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: Mar 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
55 RAILROAD PLACE, SUITE 201SARATOGA SPRINGS, NY, 12866, United States
CRD 149365
Filing source
Form ADV 2072490 · Mar 20, 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.