Sage Financial Group Inc.
● SEC registered since 2002CRD 116574SEC# 801-61553West Conshohocken, PA
Ranks #1,467 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$4.29B
Fund GAV
$87M
Private funds
4
Employees
28
Accounts
4,334
Location
West Conshohocken, PA
Sage Financial Group Inc. assets under management
Sage Financial Group Inc. operates as an SEC-registered investment adviser based in West Conshohocken, PA. The firm has been registered since 2002. It reports $4.3 billion in regulatory assets under management and employs 28 people. Sage Financial Group Inc. manages 4 private funds with combined gross assets of $87 million, including Sage Real Estate Fund VII, L.P. By regulatory assets, it ranks 1,467 of 6,030 private fund managers.
Sage Financial Group Inc. private funds
4 funds · $87M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sage Real Estate Fund VII, L.P. | Real Estate | $29.8M | $50K |
| Sage Real Estate Fund VI, L.P. | Real Estate | $23.8M | $50K |
| Sage Real Estate Fund IV, L.P. | Real Estate | $21.3M | $50K |
| Sage Qualified Opportunity Fund I, L.P. | Real Estate | $12.1M | $50K |
Sage Financial Group Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Jeffrey Cohn Control | Co-President, Cfo, Cio, Director | Under 5% | 1991 |
| John James Sion Control | Chief Compliance Officer, Partner | 5-10% | 2007 |
| Mitchell Evan Bednoff | Vice President, Partner | 5-10% | 2007 |
| Stephen Leonard Cohn Control | Co-President, Coo, Director | Under 5% | 1991 |
| The Cfg Trust Control | Shareholder | 25-50% | 2026 |
| The Sfg Trust Control | Shareholder | 25-50% | 2026 |
| Alan Jeffrey Cohn Control | Trustee | — | 2026 |
| Stephen Leonard Cohn Control | Trustee | — | 2026 |
Frequently asked questions
How much does Sage Financial Group Inc. manage?
Sage Financial Group Inc. reports $4.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Sage Financial Group Inc. manage?
Sage Financial Group Inc. manages 4 private funds with combined gross assets of $87 million.
How many employees does Sage Financial Group Inc. have?
Sage Financial Group Inc. reports 28 employees.
Where is Sage Financial Group Inc. located?
Sage Financial Group Inc. is based in West Conshohocken, PA and has been SEC-registered since 2002.
Does Sage Financial Group Inc. disclose fund performance?
Sage Financial Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 |
| Phone | 484-342-4400 |
| Fax | 484-537-0550 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 882119 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.29B▲ 18%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,306 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,030 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 19%
More than 81% of 16,824 advisers
Assets under management
$4.29Bregulatory AUM
Discretionary $3.91BNon-discretionary $386.3M
Service providers
Auditor
Custodian