Sage Advisors LLC
CRD 314476SEC# 801-124858
No longer SEC-registered. Sage Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$198.1M
Employees
4
Accounts
499
Location
—
Sage Advisors LLC assets under management
Sage Advisors LLC is an SEC-registered investment adviser. It reports $198.1 million in regulatory assets under management and employs 4 people.
Sage Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Surenkamp Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Sage Advisors LLC manage?
Sage Advisors LLC reports $198.1 million in regulatory assets under management on its Form ADV.
How many employees does Sage Advisors LLC have?
Sage Advisors LLC reports 4 employees.
Does Sage Advisors LLC disclose fund performance?
Sage Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$198.1M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$198.1Mregulatory AUM
Discretionary $198.1M