SAGE INVESTMENT ADVISERS LLC
CRD #304559 SEC #801-116929 WAPPINGERS FALLS, NY (845) 240-1551
SEC Registered
Total AUM
$224.7M
Discretionary
$224.7M
Employees
5
Clients
26
Accounts
667
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $224.7M | $224.7M | $0 | 5 | 0 |
| Feb 2024 | $190.5M | $190.5M | $0 | 5 | 0 |
| Oct 2023 | $149.3M | $149.3M | $0 | 5 | 0 |
| Apr 2023 | $149.3M | $149.3M | $0 | 5 | 0 |
| Mar 2023 | $149.3M | $149.3M | $0 | 5 | 0 |
| Mar 2022 | $152M | $152M | $0 | 4 | 0 |
| Mar 2021 | $52.5M | $52.5M | $0 | 3 | 0 |
| Nov 2020 | $42.2M | $42.2M | $0 | 3 | 0 |
| Aug 2020 | $42.2M | $42.2M | $0 | 3 | 0 |
| Aug 2020 | $42.2M | $42.2M | $0 | 3 | 0 |
| Jun 2020 | $42.2M | $42.2M | $0 | 3 | 0 |
| Apr 2020 | $42.2M | $42.2M | $0 | 3 | 0 |
| Mar 2020 | $42.2M | $42.2M | $0 | 3 | 0 |
| Sep 2019 | $42.5M | $42.5M | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0