Sage Capital Advisors Revenue

Investment Management • San Diego, California, United States • 1-10 Employees

Sage Capital Advisors revenue & valuation

Annual revenue	$13,000,000
Revenue per employee	$1,439,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$41,500,000
Total funding	No funding

Key Contacts at Sage Capital Advisors

Andy Nugent

Director Of Investments

Travis Verdin

Managing Director

Carl Rustin

Director Of Business Development

Company overview

Headquarters	11440 W Bernardo Ct, 300, San Diego, California 92127, US
Phone number	+18442797243
Website	sage-cap.com
NAICS	5231
Keywords	Risk Management, Financial Services, Portfolio Management, Financial Planning, Investment Management, Executive Services Northrop Grumman Employees
Founded	2005
Employees	1-10
Socials

Sage Capital Advisors Email Formats

Sage Capital Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@sage-cap.com), used 33.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sage-cap.com	33.3%
{first initial}.{last name}	j.doe@sage-cap.com	33.3%
{first name}{last name}	johndoe@sage-cap.com	33.3%

About Sage Capital Advisors

Sage Capital Advisors, LLC provides a full range of investment and wealth management services, applying customized strategies to manage risk and grow wealth responsibly. Our flexible approach makes it possible to advise and manage assets according to your individual situation and goals. Since establishing Sage as a privately-owned money management firm in 2005, we have been tested in extreme environments, often delivering strong results in both bull and bear markets. We are headquartered in San Diego, California. The Sage Capital Advantage • Work solely for the client – No conflict of interest associated with brokerage relationships. • Fact-based investment philosophy - Driven by an understanding of the total financial picture, proven process, and sound principals and ethics. • Offer advice, not transactions – No commissions for trades ever. • Trusted asset custodians – Majority of assets held by Fidelity Investments, one of the world’s largest and most trusted financial services companies. Another custodian includes Charles Schwab and various independent qualified custodians. • Multi-faceted – Skilled and qualified to handle multiple aspects of wealth management. To learn more, please visit http://www.sage-cap.com -- Sage Capital Advisors, LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sage Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sage Capital Advisors, LLC unless a client service agreement is in place.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

C-Suite

Manager

Employees by Department

Sage Capital Advisors has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Sage Capital Advisors has never raised funding before.

Sage Capital Advisors Tech Stack

Discover the technologies and tools that power Sage Capital Advisors's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

Sage Capital Advisors is located in San Diego, California, US.

You can reach Sage Capital Advisors at +18442797243.

Sage Capital Advisors generates an estimated annual revenue of $12,943,858. This revenue figure reflects the company's market position and business performance in its industry.

Sage Capital Advisors has an estimated valuation of $41,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sage Capital Advisors was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Sage Capital Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.