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Austin, Texas
$12.8 billion AUM
1 office

Sage Advisory Services LTD CO is based in Austin, Texas and has $12.8 billion in assets under management.

5900 Southwest Parkway
Building 1, Suite 100
Austin, TX 78735
$12.8 billion
AUM Share
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Assets under management
3,078 clients
Number of clients
Average investment size is $4,166,032
2% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,589 $1,091,937,404 9% $687,185
High net worth individuals 165 $523,893,035 4% $3,175,109
Investment companies 2 $115,071,846 1% $57,535,923
Pooled investment vehicles 7 $313,322,317 2% $44,760,331
Pension and profit sharing plans 757 $4,181,337,495 33% $5,523,563
Charitable organizations 139 $1,176,492,554 9% $8,463,975
State or municipal government entities 45 $499,909,353 4% $11,109,097
Insurance companies 101 $2,703,867,123 21% $26,770,962
Other corporations or businesses 273 $2,217,216,628 17% $8,121,673
Employees Share
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Investment analysts
69% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Sage Advisory Services LTD CO makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Sage Advisory Services LTD CO provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Model provision strategies
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 106,236
SEC number 801-52937
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date March 26, 2020

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