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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PACIFIC SAGE PARTNERS, LLC

CRD 315663

EDMONDS, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34346156-360b-246a-c0b9-7aa64c3846ea

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Nov 8, 2021 to Mar 4, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $986MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $985M
Private client RAUM: $946MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $247Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,482
Individual clients: 582
High net worth clients: 222
Custody, client assets: $630M
SEC number: 801-122834
CIK: 1936845
CRD: 315663
Filings on the tape: 19
First filed: Nov 8, 2021
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, WA
Website: pacificsagepartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM REEVE CANTUS	n/a	EDMONDS, WA	4	41	2	no
MARK ROBERT GARDNER ANDERSON	n/a	EDMONDS, WA	4	33	2	no
COLIN H GRAY	Certified Financial Planner	EDMONDS, WA	4	15	3	no
JAMES ROSS MCBARRON	n/a	EDMONDS, WA	2	19	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, MARK, ROBERT GARDNER	FOUNDER AND CHIEF EXECUTIVE OFFICER	Na	yes	11/2021	Mar 4, 2026	Mar 4, 2026
TCM SHORELINE, L.L.C.	MANAGING MEMBER	E	yes	11/2021	Mar 4, 2026	Mar 4, 2026
ANDERSON, MARK, ROBERT GARDNER	MNANAGING MEMBER	E	yes	12/2011	Nov 23, 2021	Jul 1, 2024
CANTUS, WILLIAM, REEVE	PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Nov 8, 2021	Jul 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 4, 2026	$986M	$985M	8	4	n/a	n/a
2024	Mar 4, 2025	$858M	$856M	11	4	n/a	n/a
2023	Feb 8, 2024	$767M	$767M	8	4	n/a	n/a
2022	Mar 16, 2023	$677M	$676M	6	3	n/a	n/a
2021	Jan 27, 2022	$0	$0	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$986M	$858M	15.0%	$677M	13.4%	8	11	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRADEWINDS CAPITAL MANAGEMENT, LLC	2	Apr 12, 2022	Apr 3, 2022	SHORELINE, WA	Team lift out	RIA to new firm	40.0%

Relationships

Registered with (4)

← JAMES ROSS MCBARRONAdvisorregistration: current employment
Oct 2, 2023 to presentfactForm ADV
← COLIN H GRAYAdvisorregistration: current employment
Apr 3, 2022 to presentfactForm ADV
← MARK ROBERT GARDNER ANDERSONAdvisorregistration: current employment
Apr 1, 2022 to presentfactForm ADV
← WILLIAM REEVE CANTUSAdvisorregistration: current employment
Jan 13, 2022 to presentfactForm ADV

Controls (3)

← CANTUS, WILLIAM, REEVEOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 8, 2021 to Jul 1, 2024factForm ADV
← ANDERSON, MARK, ROBERT GARDNEROwnerMNANAGING MEMBER, ownership code E, individual
Nov 23, 2021 to Jul 1, 2024factForm ADV
← TCM SHORELINE, L.L.C.OwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 13, 2022 to Jul 1, 2024factForm ADV

Moved with (1)

← TRADEWINDS CAPITAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Apr 12, 2022 to Apr 3, 2022factForm ADV

Dated events

Occurred
Apr 12, 2022
Team lift-out
2 advisors left Tradewinds Capital Management, LLC (Shoreline, WA) for Pacific Sage Partners, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Nov 23, 2021
Control person joined
Robert Gardner Mark Anderson (Founder) appeared on Schedule A of Pacific Sage Partners, Llc
Form ADVobserved 6 days ago
Occurred
Nov 8, 2021
First Form ADV filing
Pacific Sage Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34346156-360b-246a-c0b9-7aa64c3846ea
First observed: Nov 8, 2021
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PACIFIC SAGE PARTNERS, LLC

CRD 315663

EDMONDS, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34346156-360b-246a-c0b9-7aa64c3846ea

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM REEVE CANTUS

n/a

EDMONDS, WA

MARK ROBERT GARDNER ANDERSON

n/a

EDMONDS, WA

COLIN H GRAY

Certified Financial Planner

EDMONDS, WA

JAMES ROSS MCBARRON

n/a

EDMONDS, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, MARK, ROBERT GARDNER

FOUNDER AND CHIEF EXECUTIVE OFFICER

yes

11/2021

Mar 4, 2026

TCM SHORELINE, L.L.C.

MANAGING MEMBER

yes

11/2021

Mar 4, 2026

ANDERSON, MARK, ROBERT GARDNER

MNANAGING MEMBER

yes

12/2011

Nov 23, 2021

Jul 1, 2024

CANTUS, WILLIAM, REEVE

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

07/2021

Nov 8, 2021

Jul 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$986M

$985M

n/a

2024

Mar 4, 2025

$858M

$856M

n/a

2023

Feb 8, 2024

$767M

n/a

2022

Mar 16, 2023

$677M

$676M

n/a

2021

Jan 27, 2022

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$986M

$858M

15.0%

$677M

13.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRADEWINDS CAPITAL MANAGEMENT, LLC

Apr 12, 2022

Apr 3, 2022

SHORELINE, WA

Team lift out

RIA to new firm

40.0%