DBA: SAGE HILL CAPITAL
| Total AUM | $214.3M |
| Discretionary | $214.3M100% of AUM |
| Client Accounts | 330 |
| Avg Account Size | $649K |
| Employees | 2 |
| Peak AUM | $214.3MMar 2026 |
Total AUM
$214M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $214M | +29.6% | +14.0% | +4.7% | |
| Discretionary AUM | |||||
| Total AUM | $214.3M |
| Discretionary | $214.3M |
| Employees | 2 |
| Client Accounts | 330 |
| Client Range | 11-25 |
Address
220 S. MAIN ST.
ANN ARBOR MI 48104
Phone
888-988-5623
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$214M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $214M |
| +29.6% |
| +14.0% |
| +8.1% |
| Total Accounts | 330 | +1.9% | +4.4% | +1.4% |
| Avg Account Size | $649,322.07 | +27.3% | +9.2% | +3.3% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $107M | +29.6% | +14.0% | +4.7% |
Client AUM Segments | |||||
| Wealth AUM | $214M | +29.6% | +14.1% | +4.7% | |
Client Count Segments | |||||
| HNW Clients | 45 | 2.2% | 12.9% | +2.9% | |
| Individuals | 34 | 0.0% | +4.1% | +0.6% | |