SAGEVIEW PRIVATE CLIENT GROUP, LLC

CRD #134997 SEC #801-80138 NEWPORT BEACH, CA 949-955-1395

SEC Registered

Total AUM

Discretionary

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA
BECKER, BROCK, MARTIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
BYUN, MICHAEL, T	I	CHIEF COMPLIANCE OFFICER	NA	Control
BYUN, MICHAEL, T	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRANKOWSKA, DAGMARA, K	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRANKOWSKA, DAGMARA, K	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRANKOWSKA, DAGMARA, KATARZYNA	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRANKOWSKA, DAGMARA, KATARZYNA	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRANKOWSKA, DAGMARA, KATARZYNA	I	CHIEF COMPLIANCE OFFICER	NA	Control
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
HENDRICKSON, MARK, SHIGERU	I	CHIEF FINANCIAL OFFICER	NA
LONG, RANDALL, CRAIG	I	MANAGING PRINCIPAL	NA	Control
LONG, RANDALL, CRAIG	I	MANAGING PRINCIPAL	NA	Control
LONG, RANDALL, CRAIG	I	MANAGING PRINCIPAL	NA	Control
LONG, RANDALL, CRAIG	I	MANAGING PRINCIPAL	NA	Control
LONG, RANDALL, CRAIG	I	MANAGING PRINCIPAL	NA	Control
LONG, RANDALL, CRAIG	I	MANAGING PRINCIPAL	NA	Control
LONGLEY, JOHN, TURNBULL	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONGLEY, JOHN, TURNBULL	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONGLEY, JOHN, TURNBULL	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONGLEY, JOHN, TURNBULL	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONGLEY, JOHN, TURNBULL	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONGLEY, JOHN, TURNBULL	I	CHIEF EXECUTIVE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERID, SHARINA, MARIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
PFEIFFER, NATASHA, IRINA	I	CHIEF LEGAL OFFICER	NA	Control
PFEIFFER, NATASHA, IRINA	I	CHIEF LEGAL OFFICER	NA	Control
PFEIFFER, NATASHA, IRINA	I	CHIEF LEGAL OFFICER	NA	Control
PFEIFFER, NATASHA, IRINA	I	CHIEF LEGAL OFFICER	NA	Control
PFEIFFER, NATASHA, IRINA	I	CHIEF LEGAL OFFICER	NA	Control
PFEIFFER, NATASHA, IRINA	I	CHIEF LEGAL OFFICER	NA	Control
UPHAM, JONATHAN, TYLER	I	PRESIDENT	NA	Control
UPHAM, JONATHAN, TYLER	I	PRESIDENT	NA	Control
UPHAM, JONATHAN, TYLER	I	PRESIDENT	NA	Control
UPHAM, JONATHAN, TYLER	I	PRESIDENT	NA	Control
UPHAM, JONATHAN, TYLER	I	PRESIDENT	NA	Control
UPHAM, JONATHAN, TYLER	I	PRESIDENT	NA	Control
WALSH, CHRISTINA, MARIE	I	CHIEF FINANCIAL OFFICER	NA	Control
WALSH, CHRISTINA, MARIE	I	CHIEF FINANCIAL OFFICER	NA	Control
WALSH, CHRISTINA, MARIE	I	CHIEF FINANCIAL OFFICER	NA	Control
WALSH, CHRISTINA, MARIE	I	CHIEF FINANCIAL OFFICER	NA	Control
WALSH, CHRISTINA, MARIE	I	CHIEF FINANCIAL OFFICER	NA	Control
WALSH, CHRISTINA, MARIE	I	CHIEF FINANCIAL OFFICER	NA	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
AQ SAGE BUYER, LLC	DE	DIRECT OWNER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
LONG, RANDALL, CRAIG	I	MEMBER	E	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control
UPHAM, JONATHAN, TYLER	I	MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQ SAGE PARENT G.P., LLC	DE	AQ SAGE PARENT, L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV SAGE AGGREGATOR L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV SAGE BLOCKER L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV B LP	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV SAGE AGGREGATOR L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV SAGE BLOCKER L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV B LP	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV SAGE AGGREGATOR L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV SAGE BLOCKER L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV B LP	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV SAGE AGGREGATOR L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV SAGE BLOCKER L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV B LP	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AQUILINE CAPITAL PARTNERS IV GP (OFFSHORE) LTD.	FE	AFSF IV AIV A L.P.	F	Control
AFSF IV AIV B LP	DE	AFSF IV SAGE BLOCKER L.P.	E	Control
AFSF IV AIV B LP	DE	AFSF IV SAGE BLOCKER L.P.	E	Control
AFSF IV AIV B LP	DE	AFSF IV SAGE BLOCKER L.P.	E	Control
AFSF IV AIV B LP	DE	AFSF IV SAGE BLOCKER L.P.	E	Control
AFSF IV SAGE BLOCKER L.P.	DE	AFSF IV AIV SAGE AGGREGATOR L.P.	E	Control
AFSF IV SAGE BLOCKER L.P.	DE	AFSF IV AIV SAGE AGGREGATOR L.P.	E	Control
AFSF IV SAGE BLOCKER L.P.	DE	AFSF IV AIV SAGE AGGREGATOR L.P.	E	Control
AFSF IV SAGE BLOCKER L.P.	DE	AFSF IV AIV SAGE AGGREGATOR L.P.	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE I, LLC	DE	AQ SAGE INTERMEDIATE II, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE INTERMEDIATE II, LLC	DE	AQ SAGE BUYER, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AQ SAGE PARENT, L.P.	FE	AQ SAGE INTERMEDIATE I, LLC	E	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	D	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	D	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	D	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	D	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	D	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV A L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV SAGE AGGREGATOR L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV SAGE AGGREGATOR L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV SAGE AGGREGATOR L.P.	DE	AQ SAGE PARENT, L.P.	C	Control
AFSF IV AIV SAGE AGGREGATOR L.P.	DE	AQ SAGE PARENT, L.P.	C	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (11)

CA FL GA KS LA MA MD MO TN TX UT

Address

4000 MACARTHUR BLVD.
SUITE 1050
NEWPORT BEACH, CA 92660
United States

Phone: 949-955-1395