SAGE HILL ADVISORY AND MANAGEMENT LLC
CRD #149365 SEC #801-69957 SARATOGA SPRINGS, NY 518 763-6338
SEC Registered
Total AUM
$67.8M
Discretionary
$67.8M
Employees
3
Clients
25
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $67.8M | $67.8M | $0 | 3 | 5 |
| Mar 2024 | $67.7M | $67.7M | $0 | 3 | 5 |
| Mar 2023 | $60.3M | $60.3M | $0 | 3 | 5 |
| May 2022 | $54.7M | $54.7M | $0 | 3 | 7 |
| Mar 2022 | $54.7M | $54.7M | $0 | 3 | 7 |
| Mar 2021 | $53.2M | $53.2M | $0 | 3 | 6 |
| Mar 2021 | $53.2M | $53.2M | $0 | 3 | 6 |
| Mar 2021 | $53.2M | $53.2M | $0 | 3 | 6 |
| Dec 2020 | $56.4M | $56.4M | $0 | 2 | 4 |
| Jun 2020 | $56.4M | $56.4M | $0 | 2 | 4 |
| Apr 2020 | $56.4M | $56.4M | $0 | 2 | 4 |
| Mar 2019 | $48.2M | $48.2M | $0 | 2 | 4 |
| May 2018 | $53.4M | $53.4M | $0 | 2 | 5 |
| Jul 2017 | $54.9M | $54.9M | $0 | 3 | 11 |
| Mar 2017 | $54.9M | $54.9M | $0 | 3 | 11 |
| Apr 2016 | $50.3M | $50.3M | $0 | 3 | 11 |
| Mar 2016 | $50.3M | $50.3M | $0 | 3 | 11 |
| Mar 2015 | $53.3M | $53.3M | $0 | 3 | 26 |
| Mar 2014 | $49.8M | $49.8M | $0 | 3 | 11 |
| Mar 2013 | $46.4M | $46.4M | $0 | 4 | 11 |
| May 2012 | $45.1M | $45.1M | $0 | 1 | 11 |
| Mar 2012 | $126.4M | $126.4M | $0 | 1 | 11 |
| Nov 2011 | $121.6M | $121.6M | $0 | 1 | 1 |
| Mar 2011 | $121.6M | $121.6M | $0 | 5 | -- |
| Mar 2011 | $40.7M | $40.7M | $0 | 5 | -- |
| Jul 2009 | $41.6M | $41.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees3
Clients5
DateMar 2024
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees3
Clients5
DateMar 2023
Total AUM$60.3M
Discretionary$60.3M
Non-Disc.$0
Employees3
Clients5
DateMay 2022
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees3
Clients7
DateMar 2022
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees3
Clients7
DateMar 2021
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees3
Clients6
DateMar 2021
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees3
Clients6
DateMar 2021
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees3
Clients6
DateDec 2020
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees2
Clients4
DateJun 2020
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees2
Clients4
DateApr 2020
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees2
Clients4
DateMar 2019
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees2
Clients4
DateMay 2018
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients5
DateJul 2017
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees3
Clients11
DateMar 2017
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees3
Clients11
DateApr 2016
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees3
Clients11
DateMar 2016
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees3
Clients11
DateMar 2015
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees3
Clients11
DateMar 2013
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees4
Clients11
DateMay 2012
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees1
Clients11
DateNov 2011
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees5
Clients--