Sage Advisory Services Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 72

Employees

  • Latest Deal Type
  • GP Stakes

  • 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
Corporate Office
  • 5900 Southwest Parkway Building 1
  • Suite 100
  • Austin, TX 78735
  • United States
+1 (512)
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)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Sage Advisory Services Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Sage Advisory Services‘s full profile, request access.

Request a free trial

Sage Advisory Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Sage Advisory Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Sage Advisory Services‘s full profile, request access.

Request a free trial

Sage Advisory Services FAQs

  • When was Sage Advisory Services founded?

    Sage Advisory Services was founded in 1996.

  • 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 72 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 .

  • 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.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »