Sage Investment Advisers LLC
● SEC registered since 2019CRD 304559SEC# 801-116929Wappingers Falls, NY
Reg. AUM
$268.4M
Employees
5
Accounts
750
Location
Wappingers Falls, NY
Sage Investment Advisers LLC assets under management
Sage Investment Advisers LLC is a registered investment adviser overseen by the SEC based in Wappingers Falls, NY. The firm has been registered since 2019. It reports $268.4 million in regulatory assets under management and employs 5 people.
Sage Investment Advisers LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crossix LLC Control | Owner | 25-50% | 2020 |
| Jerry James Schuder Control | President And Chief Compliance Officer | Over 75% | 2019 |
| Joseph Guarneri Control | Owner And Manager | Over 75% | 2020 |
Frequently asked questions
How much does Sage Investment Advisers LLC manage?
Sage Investment Advisers LLC reports $268.4 million in regulatory assets under management on its Form ADV.
How many employees does Sage Investment Advisers LLC have?
Sage Investment Advisers LLC reports 5 employees.
Where is Sage Investment Advisers LLC located?
Sage Investment Advisers LLC is based in Wappingers Falls, NY and has been SEC-registered since 2019.
Does Sage Investment Advisers LLC disclose fund performance?
Sage Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1829 South Road, Wappingers Falls, NY 12590 |
| Phone | (845) 240-1551 |
| Fax | (845) 240-1552 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1925418 |
| Discloses disciplinary history | No |
Regulatory AUM
$268.4M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$268.4Mregulatory AUM
Discretionary $268.4M