SAGE HILL ADVISORY AND MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $73.3M |
| Discretionary | $73.3M100% of AUM |
| Client Accounts | 79 |
| Avg Account Size | $928K |
| Employees | 3 |
| Peak AUM | $126.4MMar 2011 |
AUM by Client Type
Total AUM
$73M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $73M | +8.1% | +6.7% | +6.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $73.3M |
| Discretionary | $73.3M |
| Employees | 3 |
| Client Accounts | 79 |
| Client Range | 11-25 |
Contact & Location
Address
55 RAILROAD PLACE
SARATOGA SPRINGS NY 12866
Phone
518 763-6338
Filing History
33 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$73M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution