Pacific Sage Partners, LLC
● SEC registered since 2021CRD 315663SEC# 801-122834Edmonds, WA
Reg. AUM
$986.3M
Employees
8
Accounts
2,482
Location
Edmonds, WA
Pacific Sage Partners, LLC assets under management
Pacific Sage Partners, LLC is a registered investment adviser overseen by the SEC based in Edmonds, WA. The firm has been registered since 2021. It reports $986.3 million in regulatory assets under management and employs 8 people.
Pacific Sage Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Robert Gardner Anderson Control | Founder And Chief Executive Officer | Under 5% | 2021 |
| Tcm Shoreline, L.L.C. Control | Managing Member | Over 75% | 2021 |
| William Reeve Cantus Control | President And Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Pacific Sage Partners, LLC manage?
Pacific Sage Partners, LLC reports $986.3 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Sage Partners, LLC have?
Pacific Sage Partners, LLC reports 8 employees.
Where is Pacific Sage Partners, LLC located?
Pacific Sage Partners, LLC is based in Edmonds, WA and has been SEC-registered since 2021.
Does Pacific Sage Partners, LLC disclose fund performance?
Pacific Sage Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 5th Avenue South, Suite 104, Edmonds, WA 98020 |
| Phone | (206) 533-0500 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1936845 |
| Discloses disciplinary history | No |
Regulatory AUM
$986.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$986.3Mregulatory AUM
Discretionary $985.5MNon-discretionary $759K