Sage Financial Group Inc.

Sage Financial Group is a private equity company based in West Conshohocken, PA. They operate 3 private funds and have approximately $1.63 billion in total assets under management (AUM). You can view more information on Sage Financial Group including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Sage Financial Group

Sage Financial Group Inc.
Five Tower Bridge
300 Barr Harbor Drive, Suite 200
West Conshohocken, PA 19428
United States

Phone: 484-342-4400
Fax: 484-537-0550
Website: http://www.sagefinancial.com

Overview of Sage Financial Group

Org. Type: Corporation

Registration Country: United States

0

SEC#: 801-61553

Org#: 116574

Legal Issues: No legal issues reported

Company Type: Private Equity

Pooled Investments: Up to 10 percent

Private Funds Managed(3): Sage Private Equity Partners Ii , Sage Real Estate Fund V Lp, Sage Real Estate Fund Iv Lp

Ownership/Leadership of Sage Financial Group

 

Alan Jeffrey CohnCo-President, Chief Financial Officer, Chief Investment Officer, Director
Stephen Leonard CohnCo-President, Chief Operating Officer, Director
Mitchell Evan BednoffPartner
John James SionChief Compliance Officer, Partner

Sage Financial Group Key Stats and Charts

Discretionary AUM: $1.45 billion

Sage Financial Group discretionary AUM

Rank: 205 out of 1975 private equity companies

Total AUM: $1.63 billion

Sage Financial Group total assets under management (AUM)

Rank: 211 out of 1975 private equity companies

# of Accounts: 2680

Sage Financial Group total client accounts

Rank: 11 out of 1975 private equity companies

Average Account Size: 608782.387313

Sage Financial Group average account size

Rank: 887 out of 1975 private equity companies

# of Employees: 19

Sage Financial Group has 19 employees

Rank: 321 out of 1975 private equity companies

# of Private Funds: 3

Sage Financial Group operates 3 private Private Equity funds

Rank: 842 out of 1975 private equity companies

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