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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 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 |
|---|---|---|---|---|
| Guarneri, Joseph | I | MANAGER | NA | Control |
| Guarneri, Joseph | I | MANAGER | NA | Control |
| Guarneri, Joseph | I | MANAGER | NA | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUDER, JERRY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX LLC | DE | OWNER | C | Control |
| CROSSIX, LLC | DE | MEMBER | C | Control |
| CROSSIX, LLC | DE | MEMBER | C | Control |
| CROSSIX, LLC | DE | MEMBER | C | Control |
| Guarneri, Joseph | I | MANAGER | C | Control |
| Guarneri, Joseph | I | MANAGER | C | Control |
| Guarneri, Joseph | I | MANAGER | C | Control |
| Guarneri, Joseph | I | MANAGER | C | Control |
| Guarneri, Joseph | I | MANAGER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Guarneri, Joseph | I | CROSSIX, LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX, LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX, LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
| Guarneri, Joseph | I | CROSSIX LLC | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (2)
FL NY
Address
1829 SOUTH ROADWAPPINGERS FALLS, NY 12590
United States
Phone: (845) 240-1551