Allocator Index · CRD 116574
SAGE FINANCIAL GROUP INC.
West Conshohocken, PA · 484-342-4400 · linkedin.com/company/70394
Fit score
86
- real_estate_fund+40
- hnw>=500+22
- hnw_majority+8
- employees 3-60+8
- aum $3.0B-$10.0B+8
HNW clients
715
Other individuals
386
HNW assets
$3.98B
Total AUM
$4.29B
Employees
28
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| SAGE REAL ESTATE FUND VII, L.P. | Real Estate Fund | $29.8M |
| SAGE REAL ESTATE FUND VI, L.P. | Real Estate Fund | $23.8M |
| SAGE REAL ESTATE FUND IV, L.P. | Real Estate Fund | $21.3M |
| SAGE QUALIFIED OPPORTUNITY FUND I, L.P. | Real Estate Fund | $12.1M |