SAGE RHINO CAPITAL LLC
CRD #290148 SEC #801-112150 MENLO PARK, CA (650) 352-5600
SEC Registered
Total AUM
$787M
Discretionary
$787M
Employees
9
Clients
10
Accounts
1,441
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHU, DAVID, TAOTZE | I | CHIEF FINANICAL OFFICER | NA | Control |
| CHU, DAVID, TAOTZE | I | CHIEF FINANICAL OFFICER | NA | Control |
| CHU, DAVID, TAOTZE | I | CHIEF FINANICAL OFFICER | NA | Control |
| CHU, DAVID, TAOTZE | I | CHIEF FINANICAL OFFICER | NA | Control |
| CHU, DAVID, TAOTZE | I | CHIEF FINANICAL OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCO-YOUNG, DANA, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOTSVIN, IGOR, BORIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Novak, Caroline | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Novak, Caroline | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Novak, Caroline | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Novak, Caroline | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Novak, Caroline | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Novak, Caroline | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Novak, Caroline | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | DE | MEMBER | E | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| LOTSVIN, IGOR, BORIS | I | MANAGING MEMBER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| NOVAK, CAROLINE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| LOTSVIN, IGOR, BORIS | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
| Novak, Caroline | I | LOTSVIN-NOVAK FAMILY REVOCABLE TRUST U/A DATED MAY 18TH, 2007 | D | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (4)
CA NY TN WA
Address
101 JEFFERSON DRIVEMENLO PARK, CA 94025
United States
Phone: (650) 352-5600