SAGE ADVISORS, LLC
CRD #148964 SEC #801-69790 NEW YORK, NY 212-850-4260
SEC Registered Private Funds
Total AUM
$442.5M
Discretionary
$301.1M
Employees
15
Clients
0
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $442.5M | $301.1M | $141.4M | 15 | 1 |
| May 2025 | $442.5M | $301.1M | $141.4M | 15 | 1 |
| Mar 2025 | $442.5M | $301.1M | $141.4M | 15 | 1 |
| Sep 2024 | $538.1M | $296.4M | $241.7M | 19 | 0 |
| Aug 2024 | $538.1M | $296.4M | $241.7M | 19 | 0 |
| Mar 2024 | $538.1M | $296.4M | $241.7M | 19 | 0 |
| Jul 2023 | $296.1M | $296.1M | $0 | 19 | 0 |
| Mar 2023 | $296.1M | $296.1M | $0 | 19 | 0 |
| Feb 2023 | $217.5M | $217.5M | $0 | 16 | 0 |
| Jan 2023 | $217.5M | $217.5M | $0 | 16 | 0 |
| Oct 2022 | $217.5M | $217.5M | $0 | 16 | 0 |
| Oct 2022 | $217.5M | $217.5M | $0 | 16 | 0 |
| Aug 2022 | $217.5M | $217.5M | $0 | 16 | 0 |
| Mar 2022 | $217.5M | $217.5M | $0 | 16 | 0 |
| Jul 2021 | $204M | $204M | $0 | 11 | 0 |
| Mar 2021 | $204M | $204M | $0 | 11 | 0 |
| Jan 2021 | $178.7M | $178.7M | $0 | 11 | 0 |
| Sep 2020 | $101M | $101M | $0 | 11 | 0 |
| Mar 2020 | $101M | $101M | $0 | 11 | 0 |
| Jan 2020 | $90.1M | $90.1M | $0 | 11 | 0 |
| Mar 2019 | $90.1M | $90.1M | $0 | 8 | 0 |
| Mar 2018 | $111.8M | $111.8M | $0 | 10 | 0 |
| Mar 2017 | $107.8M | $107.8M | $0 | 10 | 1 |
| Sep 2016 | $140.4M | $140.4M | $0 | 9 | 1 |
| Mar 2016 | $140.4M | $140.4M | $0 | 9 | 1 |
| Jan 2016 | $186.9M | $186.9M | $0 | 10 | 1 |
| May 2015 | $186.9M | $186.9M | $0 | 10 | 1 |
| Mar 2015 | $186.9M | $186.9M | $0 | 10 | 1 |
| Jun 2014 | $201.6M | $201.6M | $0 | 11 | 1 |
| Mar 2014 | $201.6M | $201.6M | $0 | 11 | 1 |
| Mar 2013 | $202.1M | $202.1M | $0 | 11 | 1 |
| Mar 2012 | $189M | $189M | $0 | 11 | 1 |
| Mar 2011 | $228.4M | $228.4M | $0 | -- | -- |
| May 2009 | $0 | $0 | $0 | 10 | -- |
| Mar 2009 | $190M | $190M | $0 | 10 | -- |
DateSep 2025
Total AUM$442.5M
Discretionary$301.1M
Non-Disc.$141.4M
Employees15
Clients1
DateMay 2025
Total AUM$442.5M
Discretionary$301.1M
Non-Disc.$141.4M
Employees15
Clients1
DateMar 2025
Total AUM$442.5M
Discretionary$301.1M
Non-Disc.$141.4M
Employees15
Clients1
DateSep 2024
Total AUM$538.1M
Discretionary$296.4M
Non-Disc.$241.7M
Employees19
Clients0
DateAug 2024
Total AUM$538.1M
Discretionary$296.4M
Non-Disc.$241.7M
Employees19
Clients0
DateMar 2024
Total AUM$538.1M
Discretionary$296.4M
Non-Disc.$241.7M
Employees19
Clients0
DateJul 2023
Total AUM$296.1M
Discretionary$296.1M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$296.1M
Discretionary$296.1M
Non-Disc.$0
Employees19
Clients0
DateFeb 2023
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees16
Clients0
DateJan 2023
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees16
Clients0
DateOct 2022
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees16
Clients0
DateOct 2022
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees16
Clients0
DateAug 2022
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees16
Clients0
DateJul 2021
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees11
Clients0
DateJan 2020
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees10
Clients1
DateSep 2016
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees9
Clients1
DateMar 2016
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees9
Clients1
DateJan 2016
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees10
Clients1
DateMay 2015
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees10
Clients1
DateJun 2014
Total AUM$201.6M
Discretionary$201.6M
Non-Disc.$0
Employees11
Clients1
DateMar 2014
Total AUM$201.6M
Discretionary$201.6M
Non-Disc.$0
Employees11
Clients1
DateMar 2013
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees10
Clients--