SAGEVIEW ADVISORY GROUP, LLC
CRD #126777 SEC #801-64265 NEWPORT BEACH, CA 800-814-8742
SEC Registered
Total AUM
$238.6B
Discretionary
$37.3B
Employees
248
Clients
11
Accounts
13,295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $238.6B | $37.3B | $201.3B | 248 | 12 |
| Nov 2025 | $238.6B | $37.3B | $201.3B | 248 | 12 |
| Nov 2025 | $238.6B | $37.3B | $201.3B | 248 | 12 |
| Aug 2025 | $238.6B | $37.3B | $201.3B | 248 | 12 |
| Jul 2025 | $238.6B | $37.3B | $201.3B | 248 | 12 |
| May 2025 | $238.6B | $37.3B | $201.3B | 248 | 12 |
| Mar 2025 | $238.6B | $37.3B | $201.3B | 248 | 12 |
| Nov 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Nov 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Oct 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Sep 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Sep 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Aug 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Aug 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Aug 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Jul 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Jul 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Jun 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| May 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Mar 2024 | $202.6B | $21.5B | $181B | 262 | 5 |
| Mar 2024 | $156.4B | $14B | $142.4B | 224 | 4 |
| Dec 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| Oct 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| Sep 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| Jun 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| May 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| May 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| Apr 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| Apr 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| Mar 2023 | $156.4B | $14B | $142.4B | 224 | 4 |
| Jan 2023 | $176.3B | $13.6B | $162.8B | 195 | 6 |
| Jul 2022 | $176.3B | $13.6B | $162.8B | 195 | 6 |
| Jun 2022 | $176.3B | $13.6B | $162.8B | 195 | 6 |
| Mar 2022 | $176.3B | $13.6B | $162.8B | 195 | 6 |
| Mar 2022 | $133.7B | $8.4B | $125.3B | 129 | 0 |
| Jan 2022 | $133.7B | $8.4B | $125.3B | 129 | 0 |
| Oct 2021 | $133.7B | $8.4B | $125.3B | 129 | 0 |
| Sep 2021 | $133.7B | $8.4B | $125.3B | 129 | 0 |
| Feb 2021 | $133.7B | $8.4B | $125.3B | 129 | 0 |
| Nov 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| Nov 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| Oct 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| Jun 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| May 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| May 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| Apr 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| Mar 2020 | $112.9B | $5.6B | $107.4B | 124 | 3 |
| Sep 2019 | $101.5B | $3.6B | $98B | 145 | 3 |
| Sep 2019 | $101.5B | $3.6B | $98B | 145 | 3 |
| Sep 2019 | $101.5B | $3.6B | $98B | 145 | 3 |
| Jul 2019 | $101.5B | $3.6B | $98B | 145 | 3 |
| Mar 2019 | $101.5B | $3.6B | $98B | 145 | 3 |
| Feb 2019 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| Feb 2019 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| Feb 2019 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| Nov 2018 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| Jun 2018 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| Jun 2018 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| May 2018 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| Mar 2018 | $88.5B | $3.3B | $85.2B | 140 | 2 |
| Jul 2017 | $69.8B | $2.2B | $67.7B | 140 | 1,500 |
| Jul 2017 | $69.8B | $2.2B | $67.7B | 140 | 1,500 |
| Mar 2017 | $69.8B | $2.2B | $67.7B | 140 | 1,500 |
| Jul 2016 | $43.9B | $1.9B | $42B | 145 | 1,250 |
| Jul 2016 | $43.9B | $1.9B | $42B | 145 | 1,250 |
| Apr 2016 | $43.9B | $1.9B | $42B | 145 | 1,250 |
| Mar 2016 | $43.9B | $1.9B | $42B | 145 | 1,250 |
| Mar 2016 | $38.3B | $1.1B | $37.2B | 130 | 1,000 |
| Oct 2015 | $38.3B | $1.1B | $37.2B | 130 | 1,000 |
| May 2015 | $38.3B | $1.1B | $37.2B | 130 | 1,000 |
| Mar 2015 | $38.3B | $1.1B | $37.2B | 130 | 1,000 |
| Nov 2014 | $27.8B | $672M | $27.1B | 100 | 900 |
| Sep 2014 | $27.8B | $672M | $27.1B | 100 | 900 |
| Jun 2014 | $27.8B | $672M | $27.1B | 100 | 900 |
| Mar 2014 | $27.8B | $672M | $27.1B | 100 | 900 |
| Mar 2014 | $27.8B | $672M | $27.1B | 100 | 900 |
| Feb 2014 | $27.8B | $672M | $27.1B | 100 | 900 |
| Feb 2013 | $20.2B | $640M | $19.5B | 100 | 900 |
| Dec 2012 | $14.4B | $37M | $14.4B | 82 | 800 |
| Aug 2012 | $14.4B | $37M | $14.4B | 51 | 800 |
| Jun 2012 | $14.4B | $37M | $14.4B | 51 | 800 |
| Jun 2012 | $14.4B | $37M | $14.4B | 51 | 800 |
| Apr 2012 | $14.4B | $37M | $14.4B | 51 | 800 |
| Mar 2012 | $14.4B | $37M | $14.4B | 51 | 800 |
| Feb 2011 | $10.2B | $110M | $10.1B | 51 | -- |
| Jan 2011 | $8.6B | $59M | $8.5B | 51 | -- |
| Nov 2010 | $8.6B | $59M | $8.5B | 51 | -- |
| Nov 2010 | $8.6B | $59M | $8.5B | 51 | -- |
| Jun 2010 | $8.6B | $59M | $8.5B | 51 | -- |
| May 2010 | $8.6B | $59M | $8.5B | -- | -- |
| Oct 2009 | $3B | $0 | $3B | -- | -- |
| Jul 2009 | $3B | $0 | $3B | -- | -- |
| Apr 2009 | $3B | $0 | $3B | -- | -- |
| Apr 2009 | $3B | $0 | $3B | -- | -- |
| Mar 2009 | $3B | $0 | $3B | -- | -- |
| Jan 2008 | $2.4B | $0 | $2.4B | -- | -- |
| Oct 2007 | $2.4B | $0 | $2.4B | -- | -- |
| Oct 2007 | $2.4B | $0 | $2.4B | -- | -- |
| Feb 2007 | $1B | $0 | $1B | 5 | -- |
| Jan 2007 | $1B | $0 | $1B | 5 | -- |
| Feb 2006 | $1B | $0 | $1B | 5 | -- |
| Nov 2005 | $25M | $0 | $25M | 5 | -- |
| May 2005 | $25M | $0 | $25M | 5 | -- |
DateDec 2025
Total AUM$238.6B
Discretionary$37.3B
Non-Disc.$201.3B
Employees248
Clients12
DateNov 2025
Total AUM$238.6B
Discretionary$37.3B
Non-Disc.$201.3B
Employees248
Clients12
DateNov 2025
Total AUM$238.6B
Discretionary$37.3B
Non-Disc.$201.3B
Employees248
Clients12
DateAug 2025
Total AUM$238.6B
Discretionary$37.3B
Non-Disc.$201.3B
Employees248
Clients12
DateJul 2025
Total AUM$238.6B
Discretionary$37.3B
Non-Disc.$201.3B
Employees248
Clients12
DateMay 2025
Total AUM$238.6B
Discretionary$37.3B
Non-Disc.$201.3B
Employees248
Clients12
DateMar 2025
Total AUM$238.6B
Discretionary$37.3B
Non-Disc.$201.3B
Employees248
Clients12
DateNov 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateNov 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateOct 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateSep 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateSep 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateAug 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateAug 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateAug 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateJul 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateJul 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateJun 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateMay 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateMar 2024
Total AUM$202.6B
Discretionary$21.5B
Non-Disc.$181B
Employees262
Clients5
DateMar 2024
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateDec 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateOct 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateSep 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateJun 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateMay 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateMay 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateApr 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateApr 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateMar 2023
Total AUM$156.4B
Discretionary$14B
Non-Disc.$142.4B
Employees224
Clients4
DateJan 2023
Total AUM$176.3B
Discretionary$13.6B
Non-Disc.$162.8B
Employees195
Clients6
DateJul 2022
Total AUM$176.3B
Discretionary$13.6B
Non-Disc.$162.8B
Employees195
Clients6
DateJun 2022
Total AUM$176.3B
Discretionary$13.6B
Non-Disc.$162.8B
Employees195
Clients6
DateMar 2022
Total AUM$176.3B
Discretionary$13.6B
Non-Disc.$162.8B
Employees195
Clients6
DateMar 2022
Total AUM$133.7B
Discretionary$8.4B
Non-Disc.$125.3B
Employees129
Clients0
DateJan 2022
Total AUM$133.7B
Discretionary$8.4B
Non-Disc.$125.3B
Employees129
Clients0
DateOct 2021
Total AUM$133.7B
Discretionary$8.4B
Non-Disc.$125.3B
Employees129
Clients0
DateSep 2021
Total AUM$133.7B
Discretionary$8.4B
Non-Disc.$125.3B
Employees129
Clients0
DateFeb 2021
Total AUM$133.7B
Discretionary$8.4B
Non-Disc.$125.3B
Employees129
Clients0
DateNov 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateNov 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateOct 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateJun 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateMay 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateMay 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateApr 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateMar 2020
Total AUM$112.9B
Discretionary$5.6B
Non-Disc.$107.4B
Employees124
Clients3
DateSep 2019
Total AUM$101.5B
Discretionary$3.6B
Non-Disc.$98B
Employees145
Clients3
DateSep 2019
Total AUM$101.5B
Discretionary$3.6B
Non-Disc.$98B
Employees145
Clients3
DateSep 2019
Total AUM$101.5B
Discretionary$3.6B
Non-Disc.$98B
Employees145
Clients3
DateJul 2019
Total AUM$101.5B
Discretionary$3.6B
Non-Disc.$98B
Employees145
Clients3
DateMar 2019
Total AUM$101.5B
Discretionary$3.6B
Non-Disc.$98B
Employees145
Clients3
DateFeb 2019
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateFeb 2019
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateFeb 2019
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateNov 2018
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateJun 2018
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateJun 2018
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateMay 2018
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateMar 2018
Total AUM$88.5B
Discretionary$3.3B
Non-Disc.$85.2B
Employees140
Clients2
DateJul 2017
Total AUM$69.8B
Discretionary$2.2B
Non-Disc.$67.7B
Employees140
Clients1,500
DateJul 2017
Total AUM$69.8B
Discretionary$2.2B
Non-Disc.$67.7B
Employees140
Clients1,500
DateMar 2017
Total AUM$69.8B
Discretionary$2.2B
Non-Disc.$67.7B
Employees140
Clients1,500
DateJul 2016
Total AUM$43.9B
Discretionary$1.9B
Non-Disc.$42B
Employees145
Clients1,250
DateJul 2016
Total AUM$43.9B
Discretionary$1.9B
Non-Disc.$42B
Employees145
Clients1,250
DateApr 2016
Total AUM$43.9B
Discretionary$1.9B
Non-Disc.$42B
Employees145
Clients1,250
DateMar 2016
Total AUM$43.9B
Discretionary$1.9B
Non-Disc.$42B
Employees145
Clients1,250
DateMar 2016
Total AUM$38.3B
Discretionary$1.1B
Non-Disc.$37.2B
Employees130
Clients1,000
DateOct 2015
Total AUM$38.3B
Discretionary$1.1B
Non-Disc.$37.2B
Employees130
Clients1,000
DateMay 2015
Total AUM$38.3B
Discretionary$1.1B
Non-Disc.$37.2B
Employees130
Clients1,000
DateMar 2015
Total AUM$38.3B
Discretionary$1.1B
Non-Disc.$37.2B
Employees130
Clients1,000
DateNov 2014
Total AUM$27.8B
Discretionary$672M
Non-Disc.$27.1B
Employees100
Clients900
DateSep 2014
Total AUM$27.8B
Discretionary$672M
Non-Disc.$27.1B
Employees100
Clients900
DateJun 2014
Total AUM$27.8B
Discretionary$672M
Non-Disc.$27.1B
Employees100
Clients900
DateMar 2014
Total AUM$27.8B
Discretionary$672M
Non-Disc.$27.1B
Employees100
Clients900
DateMar 2014
Total AUM$27.8B
Discretionary$672M
Non-Disc.$27.1B
Employees100
Clients900
DateFeb 2014
Total AUM$27.8B
Discretionary$672M
Non-Disc.$27.1B
Employees100
Clients900
DateFeb 2013
Total AUM$20.2B
Discretionary$640M
Non-Disc.$19.5B
Employees100
Clients900
DateDec 2012
Total AUM$14.4B
Discretionary$37M
Non-Disc.$14.4B
Employees82
Clients800
DateAug 2012
Total AUM$14.4B
Discretionary$37M
Non-Disc.$14.4B
Employees51
Clients800
DateJun 2012
Total AUM$14.4B
Discretionary$37M
Non-Disc.$14.4B
Employees51
Clients800
DateJun 2012
Total AUM$14.4B
Discretionary$37M
Non-Disc.$14.4B
Employees51
Clients800
DateApr 2012
Total AUM$14.4B
Discretionary$37M
Non-Disc.$14.4B
Employees51
Clients800
DateMar 2012
Total AUM$14.4B
Discretionary$37M
Non-Disc.$14.4B
Employees51
Clients800
DateFeb 2011
Total AUM$10.2B
Discretionary$110M
Non-Disc.$10.1B
Employees51
Clients--
DateJan 2011
Total AUM$8.6B
Discretionary$59M
Non-Disc.$8.5B
Employees51
Clients--
DateNov 2010
Total AUM$8.6B
Discretionary$59M
Non-Disc.$8.5B
Employees51
Clients--
DateNov 2010
Total AUM$8.6B
Discretionary$59M
Non-Disc.$8.5B
Employees51
Clients--
DateJun 2010
Total AUM$8.6B
Discretionary$59M
Non-Disc.$8.5B
Employees51
Clients--
DateMay 2010
Total AUM$8.6B
Discretionary$59M
Non-Disc.$8.5B
Employees--
Clients--
DateOct 2009
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees--
Clients--
DateJul 2009
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees--
Clients--
DateApr 2009
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees--
Clients--
DateApr 2009
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees--
Clients--
DateMar 2009
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees--
Clients--
DateJan 2008
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateOct 2007
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateOct 2007
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateFeb 2007
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees5
Clients--
DateJan 2007
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees5
Clients--
DateFeb 2006
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees5
Clients--
DateNov 2005
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateMay 2005
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--