Sage Advisory Services

Sage Advisory Services Overview

Founded 1996
Founded
Status Acquired/​Merged
Latest Deal Type M&A (Cancelled)
Financing Rounds 2

Sage Advisory Services General Information

Description

Provider of asset management services. The company manages separate client-focused equity, fixed income and balanced portfolios in the United States.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary 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 (3)

Name Title Board Seat Contact Info
Robert Smith III Co-Founder, Chief Investment Officer & President
Jeffery Timlin Managing Director
Mark MacQueen Co-Founder

Sage Advisory Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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