Sage Rhino Capital LLC
● SEC registered since 2017CRD 290148SEC# 801-112150Menlo Park, CA
Reg. AUM
$883.7M
Employees
10
Accounts
1,502
Location
Menlo Park, CA
Sage Rhino Capital LLC assets under management
Sage Rhino Capital LLC is an SEC-registered investment adviser based in Menlo Park, CA. The firm has been registered since 2017. It reports $883.7 million in regulatory assets under management and employs 10 people.
Sage Rhino Capital LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana Elaine Franco-Young Control | Chief Compliance Officer | Under 5% | 2023 |
| David Taotze Chu Control | Chief Finanical Officer | Under 5% | 2019 |
| Lotsvin-Novak Family Revocable Trust U/A Dated May 18th, 2007 Control | Member | Over 75% | 2020 |
| Caroline Novak Control | Trustee | 50-75% | 2007 |
| Igor Boris Lotsvin Control | Trustee | 50-75% | 2007 |
Frequently asked questions
How much does Sage Rhino Capital LLC manage?
Sage Rhino Capital LLC reports $883.7 million in regulatory assets under management on its Form ADV.
How many employees does Sage Rhino Capital LLC have?
Sage Rhino Capital LLC reports 10 employees.
Where is Sage Rhino Capital LLC located?
Sage Rhino Capital LLC is based in Menlo Park, CA and has been SEC-registered since 2017.
Does Sage Rhino Capital LLC disclose fund performance?
Sage Rhino Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Jefferson Drive, Menlo Park, CA 94025 |
| Phone | (650) 352-5600 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1771605 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$883.7M▲ 12%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$883.7Mregulatory AUM
Discretionary $883.7M