DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
SAGE FINANCIAL GROUP INC. Registered adviser · RIA / Wealth · 801-61553 Also on Private Equity, Real Estate Funds | WEST CONSHOHOCKEN, | $4.3B | 4 | 20 | 2011 | |||
| 2026 | ||||||||
| SCOTTSDALE, | $270M | 5 | 2012 | |||||
SAGEVEST WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SAGE FINANCIAL MANAGEMENT GROUP, INC. · 801-67703 | MCLEAN, | $423M | 4 | 2012 | ||||
| RENO, | $220M | 2012 | ||||||
| AUSTIN, | $28B | 42 | 2012 | |||||
| · probable Lower middle market | New York, | $538M | 9 | 256 | 2023 | |||
| SIOUX FALLS, | $630M | 8 | 2012 | |||||
| EDMONDS, | $575M | 4 | 2019 | |||||
| $369M | 1 | 3 | 2012 | |||||
| WAPPINGERS FALLS, | $268M | 3 | 2019 | |||||
| · probable Lower middle market | Saint Louis, | $100M | 18 | 3 | 10 | |||
| $198M | 2022 | |||||||
| · probable Lower middle market | Hong Kong, | $39.1M | 1 | 2 | 2021 | |||
| SARASOTA, | $96.4M | 2012 | ||||||
| BOSTON, | $111M | 2012 | ||||||
| NEW YORK, | $58.1M | 1 | 2016 | |||||
Sagestreet Capital provider · Sponsors · matched SAGE EQUITY PARTNERS, LP Also on Private Equity, RIA / Wealth Management | Houston, | $158M | 44 | |||||
| ATLANTA, | $28.8M | 2012 | ||||||
| $25.1M | 2012 | |||||||
| $9.5M | 2026 | |||||||
| 1 | 2022 | |||||||
| PASADENA, | 2026 | |||||||
| Grand Prairie, | 122 | |||||||
| Urbandale, | 61 | |||||||
| $65.0M | 1 | 4 | ||||||
| $65.0M | 2 | 2023 | ||||||
| $10.0M | 2 | 2023 | ||||||
| $1.0M | 2024 | |||||||
| LAFAYETTE, | $28.3M | 2026 | ||||||
| 1 | 2 | |||||||
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.