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CRD 116574
WEST CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ALAN JEFFREY COHN | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 27 | 38 | n/a | no |
| STEPHEN LEONARD COHN | n/a | WEST CONSHOHOCKEN, PA | 27 | 37 | n/a | no |
| RALPH JOHN CETRULO | n/a | WILMINGTON, DE | WEST CONSHOHOCKEN, PA | 26 | 26 | n/a | no |
| JOHN JAMES SION | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 24 | 28 | n/a | no |
| MITCHELL EVAN BEDNOFF | n/a | WEST CONSHOHOCKEN, PA | 23 | 29 | 1 | no |
| JEFFREY E KARPEL | n/a | WEST CONSHOHOCKEN, PA | 20 | 20 | n/a | no |
| ANDREW CARDWELL BROWN | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 16 | 16 | n/a | no |
| GEORGE THOMAS HARRIS, III | n/a | WEST CONSHOHOCKEN, PA | 14 | 14 | n/a | no |
| LUCILE ALLEN STEITZ | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 13 | 29 | 1 | no |
| BRANDON ALLEN BAKER | n/a | WEST CONSHOHOCKEN, PA | MONTROSE, CO | 11 | 13 | n/a | no |
| JASON MARDINLY | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 9 | 15 | 2 | no |
| ADAM GREENE | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 8 | 10 | n/a | no |
| Daphne Antigoni Richards | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 6 | 12 | 1 | no |
| JOSEPH MICHAEL GALLAGHER | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 5 | 16 | n/a | no |
| Benjamin Robert Kogan | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 4 | 12 | n/a | no |
| Ross Cohn | Certified Financial Planner | WEST CONSHOHOCKEN, PA | 4 | 11 | 1 | no |
| DANIEL SCOTT HOCHBAUM | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 4 | 12 | n/a | no |
| WILLIAM ANTHONY MALLOY | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 4 | 14 | n/a | no |
| Ryan Adams Kraus | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 3 | 14 | n/a | no |
| GARY DAVID MITCHELL | n/a | Baltimore, MD | WEST CONSHOHOCKEN, PA | 0 | 21 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SAGE REAL ESTATE FUND VII, L.P. | Real Estate Fund | $29.8M | Jun 30, 2026 | 172 | Mar 16, 2020 | reported | 021-358154 |
| SAGE REAL ESTATE FUND VI, L.P. | Real Estate Fund | $23.8M | Jun 30, 2026 | 150 | Mar 12, 2018 | reported | 021-297702 |
| SAGE REAL ESTATE FUND IV, L.P. | Real Estate Fund | $21.3M | Jun 30, 2026 | 87 | Mar 24, 2014 | reported | 021-213886 |
| SAGE QUALIFIED OPPORTUNITY FUND I, L.P. | Real Estate Fund | $12.1M | Jun 30, 2026 | 97 | Mar 16, 2020 | reported | 021-336455 |
| SAGE REAL ESTATE FUND V, L.P. | Real Estate Fund | $10.6M | Nov 16, 2024 | 180 | Mar 17, 2016 | dropped | 021-241025 |
| SAGE PRIVATE EQUITY PARTNERS, II | Private Equity Fund | $0 | May 8, 2017 | 86 | Oct 10, 2013 | dropped | 021-68417 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COHN, ALAN, JEFFREY | CO-PRESIDENT, CFO, CIO, DIRECTOR | Na | yes | 10/1991 | Jun 30, 2026 | Jun 30, 2026 |
| COHN, STEPHEN, LEONARD | CO-PRESIDENT, COO, DIRECTOR OFFICER, PARTNER | Na | yes | 10/1991 | Jun 30, 2026 | Jun 30, 2026 |
| THE CFG TRUST | Shareholder | C | yes | 05/2026 | Jun 30, 2026 | Jun 30, 2026 |
| THE SFG TRUST | Shareholder | C | yes | 05/2026 | Jun 30, 2026 | Jun 30, 2026 |
| SION, JOHN, JAMES | CHIEF COMPLIANCE OFFICER, PARTNER | A | yes | 01/2007 | Nov 28, 2011 | Nov 16, 2024 |
| BEDNOFF, MITCHELL, EVAN | VICE PRESIDENT, PARTNER | A | no | 01/2007 | Jun 30, 2026 | Jun 30, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| COHN MANAGEMENT GROUP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SAGE GOLDSTEIN INVESTORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| SAGE REAL ESTATE GROUP II, LLC | n/a | n/a | n/a | N | yes | n/a |
| TOWER BRIDGE LAW, LLC | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $4.3B | $3.9B | 28 | 21 | 2 | 4 | n/a |
| 2024 | Apr 10, 2025 | $3.6B | $3.3B | 25 | 19 | 1 | 5 | n/a |
| 2023 | Mar 26, 2024 | $3.2B | $2.9B | 27 | 21 | 1 | 5 | $94.7M |
| 2022 | Mar 23, 2023 | $2.7B | $2.5B | 27 | 20 | 1 | 5 | $110M |
| 2021 | Mar 28, 2022 | $3.0B | $2.8B | 26 | 19 | 1 | 5 | $89.8M |
| 2020 | Mar 15, 2021 | $2.6B | $2.3B | 24 | 17 | 1 | 5 | $60.6M |
| 2019 | Mar 16, 2020 | $2.2B | $2.0B | 22 | 16 | 0 | 5 | $55.4M |
| 2018 | Mar 11, 2019 | $1.8B | $1.6B | 22 | 16 | 0 | 3 | $32.3M |
| 2017 | Mar 12, 2018 | $1.9B | $1.6B | 22 | 15 | 0 | 3 | $36.7M |
| 2016 | Mar 9, 2017 | $1.6B | $1.5B | 19 | 13 | n/a | 3 | $30.5M |
| 2015 | Mar 17, 2016 | $1.5B | $1.4B | 17 | 15 | n/a | 3 | $24.4M |
| 2014 | Mar 23, 2015 | $1.6B | $1.4B | 17 | 13 | n/a | 2 | $5.9M |
| 2013 | Mar 24, 2014 | $1.4B | $1.2B | 17 | 13 | n/a | 2 | $2.3M |
| 2012 | Mar 21, 2013 | $1.2B | $1.1B | 17 | 13 | n/a | n/a | n/a |
| 2011 | Mar 1, 2012 | $1.0B | $877M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.3B | $3.6B | 18.4% | $2.7B | 16.7% | 28 | 25 | 2 | 1 |