Sageview Private Client Group, LLC
CRD 134997SEC# 801-80138Newport Beach, CA
No longer SEC-registered. Sageview Private Client Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
10
Accounts
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Location
Newport Beach, CA
Sageview Private Client Group, LLC assets under management
Sageview Private Client Group, LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. It employs 10 people.
Sageview Private Client Group, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aq Sage Buyer, LLC Control | Direct Owner | Over 75% | 2020 |
| Christina Marie Walsh Control | Chief Financial Officer | Under 5% | 2024 |
| Dagmara Katarzyna Frankowska Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Sageview Private Client Group, LLC have?
Sageview Private Client Group, LLC reports 10 employees.
Where is Sageview Private Client Group, LLC located?
Sageview Private Client Group, LLC is based in Newport Beach, CA.
Does Sageview Private Client Group, LLC disclose fund performance?
Sageview Private Client Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4000 MacArthur Blvd., Suite 1050, Newport Beach, CA 92660 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 40%
More than 60% of 16,825 advisers