DFX Intelligence

7 more advisory clients, 138 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Sage Advisory Services Ltd. Co.

OCIO· TX

OCIOprobableCRD 106236

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7 more advisory clients, 138 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

588

filed Mar 30, 2026

ADV institutional RAUM

$16B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$28B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.55; discretionary RAUM $28B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

10 allocators

Altium Packaging LP Salaried Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Altium Packaging Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Sheet Metal Workers Local Union No. 32 Pension Trust Fund Investment adviser (plan)through Jun 30, 2024 Form 5500

+7 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

2 allocators

Oneoncology Cash Balance Pension Plan Trusteethrough Dec 31, 2023
Scholle Corporation Employees' Retirement Plan Trusteethrough Dec 31, 2022

Schedule C rows

141 rows, $13.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio	2025	28 51	NONE	$53,550
Painters Union Pension Plan	2025	28 50 51	NONE KNOWN	$33,403
True Value Company Defined Lump Sum Pension Plan	2025	28 50 51	NONE	$12,053

+138 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

charity clients 299 Mar 30, 2026 reported
government clients 51 Mar 30, 2026 reported
institutional clients 588 Mar 30, 2026 reported
pension plan clients 238 Mar 30, 2026 reported
raum discretionary $28B Mar 30, 2026 reported
raum institutional $16B Mar 30, 2026 reported
raum total $28B Mar 30, 2026 reported

What changed

Dec 31, 2024Manager relationship endedinferenceUnited Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan
Sage Advisory no longer appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Sage Advisory Services Ltd. Co.askebsa.dol.gov
Dec 31, 2024Manager relationship startedAltium Packaging Pension Plan
Sage Investment Advisors appears on Altium Packaging Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Sage Advisory Services Ltd. Co.askebsa.dol.gov
Dec 31, 2024Manager relationship startedIronworkers National Pension Plan
Sage Advisory Services, Ltd Co appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Sage Advisory Services Ltd. Co.askebsa.dol.gov
Dec 31, 2024Manager relationship startedAltium Packaging LP Salaried Pension Plan
Sage Investment Advisors appears on Altium Packaging LP Salaried Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Sage Advisory Services Ltd. Co.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceSheet Metal Workers Local No. 20, Indianapolis Are
Sage Advisors no longer appears on Sheet Metal Workers Local No. 20, Indianapolis Are's Schedule C as investment manager (plan year 2024 vs 2023)
with Sage Advisory Services Ltd. Co.askebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.