Sage Hill Advisory and Management LLC
● SEC registered since 2009CRD 149365SEC# 801-69957Saratoga Springs, NY
Reg. AUM
$73.3M
Employees
3
Accounts
79
Location
Saratoga Springs, NY
Sage Hill Advisory and Management LLC assets under management
Sage Hill Advisory and Management LLC is an investment advisory firm registered with the SEC based in Saratoga Springs, NY. The firm has been registered since 2009. It reports $73.3 million in regulatory assets under management and employs 3 people.
Sage Hill Advisory and Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Francis Michael Antalek Control | Managing Member | 50-75% | 2009 |
| Philip John Toffel Control | Managing Member/Chief Compliance Officer | 50-75% | 2009 |
Frequently asked questions
How much does Sage Hill Advisory and Management LLC manage?
Sage Hill Advisory and Management LLC reports $73.3 million in regulatory assets under management on its Form ADV.
How many employees does Sage Hill Advisory and Management LLC have?
Sage Hill Advisory and Management LLC reports 3 employees.
Where is Sage Hill Advisory and Management LLC located?
Sage Hill Advisory and Management LLC is based in Saratoga Springs, NY and has been SEC-registered since 2009.
Does Sage Hill Advisory and Management LLC disclose fund performance?
Sage Hill Advisory and Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Railroad Place, Suite 201, Saratoga Springs, NY 12866 |
| Phone | 518 763-6338 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$73.3M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$73.3Mregulatory AUM
Discretionary $73.3M