Sage Advisory Services Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 56

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 3

Sage Advisory Services General Information

Description

Provider of investment management services catering to institutional and private clients. The company offers traditional fixed income, ESG integrated portfolios, global tactical exchange-traded fund strategies and liability-driven investment services, thereby enabling clients to understand the market and efficiently accomplish their financial goals.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Corporate Office
  • 5900 Southwest Parkway Building 1
  • Suite 100
  • Austin, TX 78735
  • United States
+1 (512) 000-0000

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Sage Advisory Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Sage Advisory Services Executive Team (5)

Name Title Board Seat Contact Info
Robert Smith III Co-Founder, Chief Executive Officer and Co-Chief Investment Officer
Thomas Urano Co-Chief Investment Officer & Managing Partner
Robert Williams Managing Partner and Chief Investment Strategist
You’re viewing 3 of 5 executive team members. Get the full list »

Sage Advisory Services Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Sage Advisory Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Sage Advisory Services FAQs

  • When was Sage Advisory Services founded?

    Sage Advisory Services was founded in 1996.

  • Who is the founder of Sage Advisory Services?

    Robert Smith III and Mark MacQueen are the founders of Sage Advisory Services.

  • Who is the CEO of Sage Advisory Services?

    Robert Smith III is the CEO of Sage Advisory Services.

  • Where is Sage Advisory Services headquartered?

    Sage Advisory Services is headquartered in Austin, TX.

  • What is the size of Sage Advisory Services?

    Sage Advisory Services has 56 total employees.

  • What industry is Sage Advisory Services in?

    Sage Advisory Services’s primary industry is Asset Management.

  • Is Sage Advisory Services a private or public company?

    Sage Advisory Services is a Private company.

  • What is Sage Advisory Services’s current revenue?

    The current revenue for Sage Advisory Services is 000000.

  • Who are Sage Advisory Services’s investors?

    Capital Management Investor Holdings has invested in Sage Advisory Services.

  • When was Sage Advisory Services acquired?

    Sage Advisory Services was acquired on 13-Dec-2023.

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