Investment adviser · CRD 113008

SAGE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

O'NEILL,MICHAEL,FRANCIS

· Form ADV filed Mar 31, 2017

Regulatory AUM
$25.1M
Form ADV · Item 5.F
Client accounts
40
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 31, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 113008

Filing source

Form ADV 1103448 · Mar 31, 2017 · 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.